Filed May 14, 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 | $40,913 | $48,230-15.2% | $67,502-39.4% | $80,856-49.4% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.6%-17.6pp |
| Annual return | 11.15% | 18.28%-7.1pp | 3512.12%-3501.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $481 | $2,020-76.2% | $2,731-82.4% | $2,755-82.5% |
| Participant deferral / active EE | $3,101 | $2,924+6.1% | $4,000-22.5% | $4,296-27.8% |
| Admin fee / account holder | $2,169 | $3,681-41.1% | $3,998-45.7% | $6,918-68.6% |