Filed December 17, 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 | $69,814 | $48,046+45.3% | $84,611-17.5% | $72,985-4.3% |
| Participation rate | 60.6% | 57.6%+3.0pp | 68.2%-7.6pp | 69.5%-8.9pp |
| Annual return | 8.24% | 37.38%-29.1pp | 258.74%-250.5pp | 81.00%-72.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,626 | $2,680+333.7% | $3,899+198.2% | $3,607+222.3% |
| Admin fee / account holder | $6,485 | $3,395+91.0% | $4,912+32.0% | $5,124+26.5% |