Filed April 5, 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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,781 | $54,350-80.2% | $82,719-87.0% | $68,494-84.3% |
| Participation rate | 16.0% | 63.9%-47.9pp | 72.6%-56.5pp | 67.9%-51.8pp |
| Annual return | -28.87% | -13.67%-15.2pp | 701.18%-730.0pp | -7.84%-21.0pp |
| Employer contribution / active EE | $307 | $2,218-86.2% | $3,009-89.8% | $2,596-88.2% |
| Participant deferral / active EE | $826 | $3,246-74.5% | $4,395-81.2% | $4,027-79.5% |
| Admin fee / account holder | $925 | $4,395-78.9% | $5,329-82.6% | $5,403-82.9% |