Filed May 20, 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 | $102,094 | $43,723+133.5% | $121,196-15.8% | $64,186+59.1% |
| Participation rate | 67.6% | 58.3%+9.3pp | 71.7%-4.1pp | 69.6%-2.0pp |
| Annual return | -1.23% | 68.91%-70.1pp | 16.93%-18.2pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,766 | $1,296+36.2% | $4,022-56.1% | $2,381-25.8% |
| Participant deferral / active EE | $2,707 | $2,280+18.7% | $3,344-19.1% | $3,470-22.0% |
| Admin fee / account holder | $8,759 | $3,501+150.2% | $5,019+74.5% | $4,888+79.2% |