Filed August 26, 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.
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 | $40,092 | $31,109+28.9% | $67,711-40.8% | $52,331-23.4% |
| Participation rate | 66.1% | 54.0%+12.1pp | 67.5%-1.4pp | 68.1%-2.0pp |
| Annual return | -3.51% | 23.70%-27.2pp | 25.41%-28.9pp | 4.54%-8.1pp |
| Employer contribution / active EE | $1,593 | $1,076+48.1% | $2,559-37.8% | $1,882-15.3% |
| Participant deferral / active EE | $2,491 | $1,970+26.4% | $3,585-30.5% | $3,022-17.6% |
| Admin fee / account holder | $785 | $466+68.5% | $4,255-81.5% | $592+32.7% |