Filed November 27, 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.
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 | $95,238 | $62,586+52.2% | $76,768+24.1% | $64,186+48.4% |
| Participation rate | 61.0% | 72.8%-11.8pp | 77.0%-15.9pp | 69.6%-8.5pp |
| Annual return | -7.48% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $963 | $1,832-47.4% | $2,485-61.2% | $2,381-59.5% |
| Participant deferral / active EE | $4,089 | $3,145+30.0% | $3,852+6.2% | $3,470+17.9% |
| Admin fee / account holder | $7,259 | $4,667+55.5% | $6,675+8.7% | $4,888+48.5% |