Filed April 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,362 | $73,787-22.3% | $98,716-41.9% | $82,448-30.4% |
| Participation rate | 37.6% | 61.4%-23.8pp | 69.3%-31.7pp | 68.1%-30.4pp |
| Annual return | 10.20% | 18.57%-8.4pp | 31.81%-21.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $551 | $1,511-63.6% | $2,279-75.8% | $2,551-78.4% |
| Participant deferral / active EE | $1,115 | $3,081-63.8% | $4,048-72.5% | $4,139-73.1% |
| Admin fee / account holder | $2,364 | $6,500-63.6% | $8,703-72.8% | $7,234-67.3% |