Filed May 12, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,543 | $102,553-43.9% | $151,611-62.0% | $66,914-14.0% |
| Participation rate | 69.8% | 85.5%-15.7pp | 87.5%-17.7pp | 69.8%0pp |
| Annual return | -14.04% | -10.82%-3.2pp | 3.33%-17.4pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,742 | $4,180-58.3% | $6,166-71.7% | $2,544-31.5% |
| Participant deferral / active EE | $2,151 | $6,641-67.6% | $8,363-74.3% | $4,237-49.2% |
| Admin fee / account holder | $509 | $630-19.2% | $11,616-95.6% | $593-14.2% |