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 | $113,202 | $86,286+31.2% | $111,297+1.7% | $85,850+31.9% |
| Participation rate | 56.3% | 73.3%-17.0pp | 77.3%-21.0pp | 69.3%-13.0pp |
| Annual return | 14.41% | 19.99%-5.6pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $959 | $2,043-53.1% | $2,731-64.9% | $2,565-62.6% |
| Participant deferral / active EE | $3,887 | $3,641+6.8% | $4,487-13.4% | $3,952-1.6% |
| Admin fee / account holder | $7,946 | $8,188-3.0% | $7,964-0.2% | $6,260+26.9% |