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 | $67,986 | $101,317-32.9% | $146,958-53.7% | $74,495-8.7% |
| Participation rate | 28.3% | 75.5%-47.2pp | 82.2%-53.8pp | 67.2%-38.9pp |
| Annual return | 10.68% | 8730.91%-8720.2pp | 418.34%-407.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $981 | $3,810-74.2% | $4,933-80.1% | $2,623-62.6% |
| Participant deferral / active EE | $1,418 | $7,303-80.6% | $8,070-82.4% | $4,346-67.4% |
| Admin fee / account holder | $9,862 | $1,739+467.2% | $12,998-24.1% | $1,942+407.9% |