Filed December 3, 2008 (most recent of 3 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 6-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,805 | $53,516+79.0% | $126,539-24.3% | $84,808+13.0% |
| Participation rate | 58.1% | 58.2%-0.1pp | 69.8%-11.7pp | 68.3%-10.2pp |
| Annual return | 18.51% | 58.34%-39.8pp | 425.95%-407.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,375 | $1,535+54.8% | $3,674-35.4% | $2,631-9.7% |
| Participant deferral / active EE | $5,091 | $2,671+90.6% | $4,083+24.7% | $4,212+20.9% |
| Admin fee / account holder | $3,869 | $4,497-14.0% | $6,065-36.2% | $7,344-47.3% |