Filed June 6, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,235 | $67,606-44.9% | $82,313-54.8% | $70,131-46.9% |
| Participation rate | 38.7% | 72.8%-34.1pp | 76.9%-38.2pp | 69.5%-30.9pp |
| Annual return | 8.07% | 21.57%-13.5pp | 25.88%-17.8pp | 73.14%-65.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,364 | $2,987-54.3% | $3,706-63.2% | $3,332-59.1% |
| Admin fee / account holder | $1,459 | $4,512-67.7% | $5,608-74.0% | $4,645-68.6% |