Filed April 29, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,794 | $37,426+43.7% | $77,482-30.6% | $79,858-32.6% |
| Participation rate | 5.7% | 41.5%-35.8pp | 54.2%-48.5pp | 69.6%-64.0pp |
| Annual return | 15.56% | 39.70%-24.1pp | 54.79%-39.2pp | 31.71%-16.2pp |
| Employer contribution / active EE | $43 | $637-93.3% | $986-95.7% | $2,471-98.3% |
| Participant deferral / active EE | $451 | $1,260-64.2% | $1,861-75.8% | $3,740-87.9% |
| Admin fee / account holder | $695 | $2,504-72.2% | $2,858-75.7% | $5,306-86.9% |