Filed December 18, 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 | $40,392 | $80,968-50.1% | $96,544-58.2% | $75,163-46.3% |
| Participation rate | 54.3% | 71.8%-17.5pp | 76.0%-21.7pp | 67.2%-12.9pp |
| Annual return | 15.14% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $590 | $2,282-74.1% | $2,965-80.1% | $2,670-77.9% |
| Participant deferral / active EE | $1,932 | $3,928-50.8% | $4,851-60.2% | $4,125-53.2% |
| Admin fee / account holder | $8,017 | $6,724+19.2% | $8,252-2.9% | $5,651+41.9% |