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.
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 | $22,836 | $39,122-41.6% | $57,179-60.1% | $62,891-63.7% |
| Participation rate | 17.6% | 70.5%-52.9pp | 75.3%-57.7pp | 69.3%-51.7pp |
| Annual return | 9.91% | 9.23%+0.7pp | 14.59%-4.7pp | 20.14%-10.2pp |
| Employer contribution / active EE | $114 | $1,874-93.9% | $2,682-95.7% | $2,281-95.0% |
| Participant deferral / active EE | $779 | $2,374-67.2% | $3,096-74.8% | $3,203-75.7% |
| Admin fee / account holder | $7,452 | $2,592+187.5% | $3,139+137.4% | $4,296+73.5% |