Filed August 10, 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 | $165,938 | $69,010+140.5% | $159,960+3.7% | $68,494+142.3% |
| Participation rate | 62.9% | 65.4%-2.5pp | 78.0%-15.0pp | 67.9%-5.0pp |
| Annual return | -27.55% | -9.65%-17.9pp | 408.60%-436.2pp | -7.84%-19.7pp |
| Employer contribution / active EE | $1,979 | $2,213-10.6% | $4,226-53.2% | $2,596-23.8% |
| Participant deferral / active EE | $4,373 | $4,212+3.8% | $6,182-29.3% | $4,027+8.6% |
| Admin fee / account holder | $17,836 | $4,798+271.7% | $8,698+105.1% | $5,403+230.1% |