Filed April 30, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $534,065 | $137,414+288.7% | $189,513+181.8% | $85,850+522.1% |
| Participation rate | 23.3% | 84.6%-61.4pp | 87.8%-64.6pp | 69.3%-46.1pp |
| Annual return | 7.91% | 38.14%-30.2pp | 555.15%-547.2pp | 318.53%-310.6pp |
| Employer contribution / active EE | $2,084 | $4,344-52.0% | $6,162-66.2% | $2,565-18.8% |
| Participant deferral / active EE | $6,776 | $6,260+8.3% | $8,221-17.6% | $3,952+71.5% |
| Admin fee / account holder | $4,980 | $8,630-42.3% | $12,045-58.7% | $6,260-20.4% |