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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,495 | $77,314+324.9% | $177,989+84.6% | $80,856+306.3% |
| Participation rate | 51.7% | 65.7%-14.0pp | 77.1%-25.4pp | 67.6%-15.9pp |
| Annual return | 0.03% | 18.09%-18.1pp | 294.48%-294.5pp | 35.59%-35.6pp |
| Employer contribution / active EE | $5,494 | $2,292+139.7% | $3,949+39.1% | $2,755+99.4% |
| Participant deferral / active EE | $10,430 | $4,411+136.5% | $6,276+66.2% | $4,296+142.8% |
| Admin fee / account holder | $12,381 | $7,191+72.2% | $10,363+19.5% | $6,918+79.0% |