Filed December 4, 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 | $65,655 | $56,423+16.4% | $77,163-14.9% | $71,457-8.1% |
| Participation rate | 51.2% | 64.3%-13.1pp | 69.6%-18.3pp | 67.9%-16.7pp |
| Annual return | 15.51% | 19.05%-3.5pp | 37.87%-22.4pp | 28.85%-13.3pp |
| Employer contribution / active EE | $573 | $1,866-69.3% | $2,535-77.4% | $2,588-77.9% |
| Participant deferral / active EE | $2,268 | $3,142-27.8% | $3,833-40.8% | $4,289-47.1% |
| Admin fee / account holder | $4,049 | $1,429+183.3% | $5,472-26.0% | $1,587+155.1% |