Filed September 4, 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 | $64,843 | $175,600-63.1% | $129,110-49.8% | $134,475-51.8% |
| Participation rate | 57.9% | 81.6%-23.7pp | 77.3%-19.4pp | 81.2%-23.3pp |
| Annual return | -19.98% | -11.39%-8.6pp | -10.94%-9.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,705 | $6,355-73.2% | $5,052-66.2% | $4,740-64.0% |
| Participant deferral / active EE | $3,484 | $7,975-56.3% | $6,542-46.7% | $6,400-45.6% |
| Admin fee / account holder | $764 | $23,567-96.8% | $14,302-94.7% | $11,426-93.3% |