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.
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 | $46,158 | $79,944-42.3% | $98,439-53.1% | $75,163-38.6% |
| Participation rate | 40.8% | 70.4%-29.6pp | 75.2%-34.4pp | 67.2%-26.4pp |
| Annual return | 18.35% | 19.75%-1.4pp | 21.16%-2.8pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,170 | $2,264-48.3% | $3,048-61.6% | $2,670-56.2% |
| Participant deferral / active EE | $2,552 | $3,752-32.0% | $4,738-46.1% | $4,125-38.1% |
| Admin fee / account holder | $716 | $6,840-89.5% | $8,948-92.0% | $5,651-87.3% |