Filed August 8, 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 | $55,707 | $110,094-49.4% | $151,611-63.3% | $68,494-18.7% |
| Participation rate | 63.2% | 84.0%-20.8pp | 87.5%-24.3pp | 67.9%-4.7pp |
| Annual return | -15.62% | -10.12%-5.5pp | 3.33%-18.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,950 | $4,471-34.0% | $6,166-52.2% | $2,596+13.6% |
| Participant deferral / active EE | $2,817 | $6,527-56.8% | $8,363-66.3% | $4,027-30.1% |
| Admin fee / account holder | $4,460 | $7,719-42.2% | $11,616-61.6% | $5,403-17.4% |