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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,682 | $43,327-68.4% | $59,878-77.2% | $64,186-78.7% |
| Participation rate | 62.5% | 69.2%-6.7pp | 74.7%-12.2pp | 69.6%-7.1pp |
| Annual return | -8.41% | -1.55%-6.9pp | 3.46%-11.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,009 | $2,028-50.2% | $2,722-62.9% | $2,381-57.6% |
| Participant deferral / active EE | $2,313 | $2,546-9.1% | $3,402-32.0% | $3,470-33.3% |
| Admin fee / account holder | $621 | $3,005-79.3% | $3,590-82.7% | $4,888-87.3% |