Filed September 15, 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.
Employer 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 | $53,339 | $197,591-73.0% | $177,821-70.0% | $158,922-66.4% |
| Participation rate | 36.8% | 88.5%-51.7pp | 87.7%-50.9pp | 82.0%-45.1pp |
| Annual return | 12.49% | 58.76%-46.3pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,188 | $8,405-38.3% | $7,714-32.8% | $5,982-13.3% |
| Admin fee / account holder | $4,594 | $15,399-70.2% | $12,427-63.0% | $11,246-59.1% |