Filed October 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,218 | $93,571-34.6% | $135,903-55.0% | $75,163-18.6% |
| Participation rate | 38.8% | 75.2%-36.4pp | 81.9%-43.1pp | 67.2%-28.4pp |
| Annual return | 10.48% | 30.90%-20.4pp | 68.23%-57.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $953 | $3,537-73.0% | $4,856-80.4% | $2,670-64.3% |
| Participant deferral / active EE | $1,942 | $6,404-69.7% | $7,758-75.0% | $4,125-52.9% |
| Admin fee / account holder | $4,411 | $6,975-36.8% | $10,762-59.0% | $5,651-21.9% |