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 | $73,672 | $100,326-26.6% | $180,183-59.1% | $84,808-13.1% |
| Participation rate | 57.7% | 71.0%-13.3pp | 77.4%-19.7pp | 68.3%-10.6pp |
| Annual return | 8.73% | 17.86%-9.1pp | 27.86%-19.1pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,922 | $3,269-41.2% | $5,039-61.9% | $2,631-26.9% |
| Participant deferral / active EE | $3,836 | $5,066-24.3% | $6,822-43.8% | $4,212-8.9% |
| Admin fee / account holder | $48,310 | $9,674+399.4% | $19,975+141.8% | $7,344+557.8% |