Filed September 11, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,919 | $91,190+72.1% | $178,490-12.1% | $79,858+96.5% |
| Participation rate | 22.4% | 69.2%-46.8pp | 81.9%-59.5pp | 69.6%-47.2pp |
| Annual return | 17.48% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $515 | $3,236-84.1% | $5,202-90.1% | $3,740-86.2% |
| Admin fee / account holder | $776 | $6,751-88.5% | $13,984-94.5% | $5,306-85.4% |