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 | $234,335 | $70,669+231.6% | $169,368+38.4% | $75,163+211.8% |
| Participation rate | 42.9% | 64.8%-21.9pp | 77.1%-34.3pp | 67.2%-24.3pp |
| Annual return | 13.33% | 36.36%-23.0pp | 405.60%-392.3pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,194 | $2,211-0.8% | $4,013-45.3% | $2,670-17.8% |
| Participant deferral / active EE | $4,349 | $4,311+0.9% | $6,221-30.1% | $4,125+5.4% |
| Admin fee / account holder | $1,725 | $5,402-68.1% | $9,003-80.8% | $5,651-69.5% |