Filed April 19, 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 | $30,635 | $49,915-38.6% | $154,803-80.2% | $74,304-58.8% |
| Participation rate | 46.2% | 54.0%-7.8pp | 78.1%-31.9pp | 60.3%-14.2pp |
| Annual return | 11.95% | 34.06%-22.1pp | 58.88%-46.9pp | 29.43%-17.5pp |
| Employer contribution / active EE | $937 | $1,611-41.8% | $4,305-78.2% | $2,241-58.2% |
| Participant deferral / active EE | $1,135 | $2,255-49.6% | $5,540-79.5% | $3,767-69.9% |
| Admin fee / account holder | $2,049 | $2,189-6.4% | $14,329-85.7% | $2,969-31.0% |