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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,218 | $69,010+248.1% | $159,960+50.2% | $68,494+250.7% |
| Participation rate | 48.1% | 65.4%-17.3pp | 78.0%-29.9pp | 67.9%-19.8pp |
| Annual return | -15.95% | -9.65%-6.3pp | 408.60%-424.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,198 | $2,213-0.7% | $4,226-48.0% | $2,596-15.3% |
| Participant deferral / active EE | $4,043 | $4,212-4.0% | $6,182-34.6% | $4,027+0.4% |
| Admin fee / account holder | $6,739 | $4,798+40.4% | $8,698-22.5% | $5,403+24.7% |