Filed September 4, 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 | $35,925 | $85,202-57.8% | $172,739-79.2% | $72,985-50.8% |
| Participation rate | 55.6% | 70.1%-14.5pp | 82.6%-27.1pp | 69.5%-13.9pp |
| Annual return | -0.55% | 27.32%-27.9pp | 802.84%-803.4pp | 81.00%-81.5pp |
| Employer contribution / active EE | $1,369 | $3,324-58.8% | $5,143-73.4% | $2,440-43.9% |
| Participant deferral / active EE | $2,711 | $3,260-16.9% | $5,198-47.8% | $3,607-24.9% |
| Admin fee / account holder | $2,382 | $5,884-59.5% | $13,954-82.9% | $5,124-53.5% |