Filed July 24, 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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,593 | $75,828-82.1% | $147,614-90.8% | $59,632-77.2% |
| Participation rate | 47.8% | 71.6%-23.7pp | 84.6%-36.8pp | 68.7%-20.8pp |
| Annual return | -2.40% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $360 | $3,485-89.7% | $5,564-93.5% | $2,203-83.7% |
| Participant deferral / active EE | $523 | $3,130-83.3% | $4,895-89.3% | $3,192-83.6% |
| Admin fee / account holder | $1,620 | $5,985-72.9% | $11,611-86.0% | $4,297-62.3% |