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 | $49,596 | $77,899-36.3% | $149,673-66.9% | $75,163-34.0% |
| Participation rate | 59.8% | 65.6%-5.8pp | 78.8%-19.0pp | 67.2%-7.4pp |
| Annual return | -0.92% | 31.72%-32.6pp | 134.42%-135.3pp | 160.62%-161.5pp |
| Employer contribution / active EE | $1,790 | $3,137-43.0% | $4,818-62.8% | $2,670-33.0% |
| Participant deferral / active EE | $3,195 | $3,411-6.3% | $5,680-43.8% | $4,125-22.6% |
| Admin fee / account holder | $3,490 | $5,956-41.4% | $13,210-73.6% | $5,651-38.2% |