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 | $92,324 | $72,492+27.4% | $87,100+6.0% | $72,985+26.5% |
| Participation rate | 63.4% | 72.8%-9.4pp | 76.9%-13.5pp | 69.5%-6.1pp |
| Annual return | 41.01% | 24.46%+16.6pp | 28.19%+12.8pp | 81.00%-40.0pp |
| Employer contribution / active EE | $1,005 | $1,894-46.9% | $2,521-60.1% | $2,440-58.8% |
| Participant deferral / active EE | $4,177 | $3,270+27.8% | $4,049+3.2% | $3,607+15.8% |
| Admin fee / account holder | $48,719 | $5,055+863.8% | $7,497+549.9% | $5,124+850.7% |