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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,065 | $78,422+32.7% | $95,952+8.5% | $79,858+30.3% |
| Participation rate | 59.4% | 73.5%-14.1pp | 77.1%-17.7pp | 69.6%-10.3pp |
| Annual return | 9.02% | 19.37%-10.3pp | 91.61%-82.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $528 | $1,945-72.9% | $2,541-79.2% | $2,471-78.6% |
| Participant deferral / active EE | $3,362 | $3,440-2.3% | $4,167-19.3% | $3,740-10.1% |
| Admin fee / account holder | $14,314 | $5,622+154.6% | $6,795+110.6% | $5,306+169.8% |