Filed April 23, 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 | $86,155 | $108,825-20.8% | $156,181-44.8% | $82,448+4.5% |
| Participation rate | 45.6% | 72.4%-26.8pp | 78.8%-33.3pp | 68.1%-22.5pp |
| Annual return | 15.85% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $187 | $2,870-93.5% | $4,294-95.6% | $2,551-92.7% |
| Participant deferral / active EE | $2,362 | $4,577-48.4% | $6,132-61.5% | $4,139-42.9% |
| Admin fee / account holder | $10,829 | $9,341+15.9% | $14,586-25.8% | $7,234+49.7% |