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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,618 | $62,127+5.6% | $81,382-19.4% | $74,495-11.9% |
| Participation rate | 33.0% | 64.0%-31.1pp | 69.5%-36.5pp | 67.2%-34.2pp |
| Annual return | 16.04% | 16.48%-0.4pp | 24.73%-8.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $446 | $1,882-76.3% | $2,463-81.9% | $2,623-83.0% |
| Participant deferral / active EE | $1,775 | $3,229-45.0% | $3,883-54.3% | $4,346-59.2% |
| Admin fee / account holder | $11,721 | $1,934+505.9% | $5,768+103.2% | $1,942+503.6% |