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 | $102,186 | $79,171+29.1% | $102,423-0.2% | $74,495+37.2% |
| Participation rate | 34.9% | 74.8%-39.9pp | 76.5%-41.6pp | 67.2%-32.3pp |
| Annual return | 13.31% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,322 | $2,362-44.0% | $3,023-56.3% | $2,623-49.6% |
| Participant deferral / active EE | $2,944 | $4,415-33.3% | $5,053-41.7% | $4,346-32.3% |
| Admin fee / account holder | $5,946 | $2,001+197.2% | $9,451-37.1% | $1,942+206.2% |