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 | $52,353+83.0% | $120,225-20.3% | $82,448+16.2% |
| Participation rate | 58.1% | 58.3%-0.2pp | 69.6%-11.5pp | 68.1%-10.0pp |
| Annual return | 18.51% | 61.85%-43.3pp | 439.23%-420.7pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,375 | $1,510+57.3% | $3,475-31.7% | $2,551-6.9% |
| Participant deferral / active EE | $5,091 | $2,627+93.8% | $3,999+27.3% | $4,139+23.0% |
| Admin fee / account holder | $3,869 | $4,363-11.3% | $5,696-32.1% | $7,234-46.5% |