Filed September 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,680 | $72,012+213.4% | $185,823+21.4% | $79,858+182.6% |
| Participation rate | 48.5% | 65.8%-17.2pp | 78.0%-29.5pp | 69.6%-21.1pp |
| Annual return | 11.30% | 23.12%-11.8pp | 35.95%-24.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,822 | $1,965-7.2% | $4,087-55.4% | $2,471-26.2% |
| Participant deferral / active EE | $3,216 | $3,779-14.9% | $5,632-42.9% | $3,740-14.0% |
| Admin fee / account holder | $40,151 | $4,513+789.8% | $9,500+322.6% | $5,306+656.7% |