Filed June 6, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,806 | $45,035-73.8% | $62,995-81.3% | $70,131-83.2% |
| Participation rate | 62.0% | 69.5%-7.6pp | 74.8%-12.8pp | 69.5%-7.6pp |
| Annual return | 18.11% | 18.76%-0.6pp | 87.57%-69.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $723 | $2,051-64.7% | $2,759-73.8% | $2,342-69.1% |
| Participant deferral / active EE | $1,531 | $2,465-37.9% | $3,329-54.0% | $3,332-54.0% |
| Admin fee / account holder | $826 | $2,834-70.8% | $3,600-77.0% | $4,645-82.2% |