Filed November 5, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,795 | $108,825-0.9% | $156,181-31.0% | $82,448+30.7% |
| Participation rate | 69.0% | 72.4%-3.4pp | 78.8%-9.9pp | 68.1%+0.9pp |
| Annual return | 9.99% | 20.59%-10.6pp | 64.87%-54.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $514 | $2,870-82.1% | $4,294-88.0% | $2,551-79.8% |
| Participant deferral / active EE | $3,153 | $4,577-31.1% | $6,132-48.6% | $4,139-23.8% |
| Admin fee / account holder | $28,656 | $9,341+206.8% | $14,586+96.5% | $7,234+296.1% |