Filed December 31, 2008
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,824 | $63,346-13.5% | $92,233-40.6% | $70,131-21.8% |
| Participation rate | 41.3% | 68.7%-27.4pp | 76.5%-35.2pp | 69.5%-28.2pp |
| Annual return | 12.04% | 530.12%-518.1pp | 176.28%-164.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $870 | $2,471-64.8% | $3,679-76.4% | $2,342-62.9% |
| Participant deferral / active EE | $1,709 | $2,854-40.1% | $3,897-56.1% | $3,332-48.7% |
| Admin fee / account holder | $23,332 | $3,840+507.6% | $5,194+349.2% | $4,645+402.3% |