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 | $52,178 | $48,076+8.5% | $78,689-33.7% | $62,891-17.0% |
| Participation rate | 64.3% | 65.2%-0.9pp | 73.6%-9.3pp | 69.3%-5.0pp |
| Annual return | 3.53% | 31.35%-27.8pp | 62.18%-58.6pp | 20.14%-16.6pp |
| Employer contribution / active EE | $2,303 | $2,015+14.3% | $2,851-19.2% | $2,281+1.0% |
| Participant deferral / active EE | $3,100 | $2,588+19.8% | $3,517-11.8% | $3,203-3.2% |
| Admin fee / account holder | $13,287 | $3,207+314.3% | $4,510+194.6% | $4,296+209.3% |