Filed September 3, 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.
Participant 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 | $100,158 | $81,208+23.3% | $98,907+1.3% | $79,858+25.4% |
| Participation rate | 8.8% | 72.5%-63.7pp | 76.0%-67.2pp | 69.6%-60.8pp |
| Annual return | 15.51% | 60.99%-45.5pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $625 | $1,960-68.1% | $2,689-76.8% | $2,471-74.7% |
| Participant deferral / active EE | $1,098 | $3,265-66.4% | $4,244-74.1% | $3,740-70.6% |
| Admin fee / account holder | $8,500 | $6,013+41.4% | $6,642+28.0% | $5,306+60.2% |