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 | $42,199 | $91,190-53.7% | $178,490-76.4% | $79,858-47.2% |
| Participation rate | 58.2% | 69.2%-11.0pp | 81.9%-23.7pp | 69.6%-11.4pp |
| Annual return | 5.08% | 24.19%-19.1pp | 151.07%-146.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,717 | $3,256-47.3% | $5,011-65.7% | $2,471-30.5% |
| Participant deferral / active EE | $3,401 | $3,236+5.1% | $5,202-34.6% | $3,740-9.1% |
| Admin fee / account holder | $3,174 | $6,751-53.0% | $13,984-77.3% | $5,306-40.2% |