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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,431 | $73,867-48.0% | $143,757-73.3% | $68,494-43.9% |
| Participation rate | 43.3% | 66.7%-23.4pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -14.75% | 1.01%-15.8pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $433 | $3,184-86.4% | $4,951-91.3% | $2,596-83.3% |
| Participant deferral / active EE | $711 | $3,384-79.0% | $5,637-87.4% | $4,027-82.3% |
| Admin fee / account holder | $12,138 | $5,755+110.9% | $14,673-17.3% | $5,403+124.7% |