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 | $111,079 | $80,968+37.2% | $96,544+15.1% | $75,163+47.8% |
| Participation rate | 69.5% | 71.8%-2.3pp | 76.0%-6.4pp | 67.2%+2.3pp |
| Annual return | 14.14% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,495 | $2,282+9.3% | $2,965-15.9% | $2,670-6.6% |
| Participant deferral / active EE | $5,639 | $3,928+43.6% | $4,851+16.3% | $4,125+36.7% |
| Admin fee / account holder | $2,292 | $6,724-65.9% | $8,252-72.2% | $5,651-59.4% |