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 | $104,908 | $71,883+45.9% | $86,677+21.0% | $68,494+53.2% |
| Participation rate | 59.7% | 72.2%-12.5pp | 76.6%-16.8pp | 67.9%-8.1pp |
| Annual return | -5.75% | 3.52%-9.3pp | 35.91%-41.7pp | -7.84%+2.1pp |
| Employer contribution / active EE | $2,189 | $2,173+0.8% | $2,836-22.8% | $2,596-15.7% |
| Participant deferral / active EE | $4,958 | $3,779+31.2% | $4,656+6.5% | $4,027+23.1% |
| Admin fee / account holder | $4,042 | $6,112-33.9% | $7,493-46.1% | $5,403-25.2% |