Filed June 10, 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 | $85,379 | $73,933+15.5% | $96,683-11.7% | $75,163+13.6% |
| Participation rate | 56.3% | 66.4%-10.2pp | 74.3%-18.1pp | 67.2%-10.9pp |
| Annual return | 16.33% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,299 | $2,928-55.6% | $3,737-65.2% | $2,670-51.3% |
| Participant deferral / active EE | $4,392 | $3,659+20.0% | $4,878-10.0% | $4,125+6.5% |
| Admin fee / account holder | $5,715 | $5,216+9.6% | $6,730-15.1% | $5,651+1.1% |