Filed November 26, 2008 (most recent of 2 filings on file)
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 | $102,886 | $45,035+128.5% | $62,995+63.3% | $70,131+46.7% |
| Participation rate | 61.1% | 69.5%-8.4pp | 74.8%-13.7pp | 69.5%-8.4pp |
| Annual return | 15.05% | 18.76%-3.7pp | 87.57%-72.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,919 | $2,465+140.2% | $3,329+77.8% | $3,332+77.7% |
| Admin fee / account holder | $13,355 | $2,834+371.2% | $3,600+271.0% | $4,645+187.5% |