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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,566 | $79,449+225.4% | $189,557+36.4% | $85,850+201.2% |
| Participation rate | 52.1% | 66.0%-13.9pp | 78.4%-26.4pp | 69.3%-17.2pp |
| Annual return | 12.90% | 18.45%-5.5pp | 64.17%-51.3pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,436 | $2,081+17.1% | $4,412-44.8% | $2,565-5.0% |
| Participant deferral / active EE | $4,238 | $4,051+4.6% | $6,174-31.4% | $3,952+7.2% |
| Admin fee / account holder | $12,227 | $5,377+127.4% | $9,807+24.7% | $6,260+95.3% |