Filed December 30, 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 | $124,011 | $87,013+42.5% | $106,213+16.8% | $80,856+53.4% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 7.13% | 17.05%-9.9pp | 116.14%-109.0pp | 35.59%-28.5pp |
| Employer contribution / active EE | $3,191 | $2,395+33.2% | $3,171+0.6% | $2,755+15.8% |
| Participant deferral / active EE | $6,141 | $3,986+54.1% | $5,016+22.4% | $4,296+43.0% |
| Admin fee / account holder | $4,416 | $8,431-47.6% | $11,033-60.0% | $6,918-36.2% |