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 | $347,449 | $83,902+314.1% | $167,512+107.4% | $84,808+309.7% |
| Participation rate | 67.5% | 66.5%+1.0pp | 77.1%-9.6pp | 68.3%-0.8pp |
| Annual return | 13.35% | 91.55%-78.2pp | 1615.79%-1602.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,503 | $2,264+98.9% | $3,882+16.0% | $2,631+71.2% |
| Participant deferral / active EE | $7,983 | $4,442+79.7% | $6,405+24.6% | $4,212+89.6% |
| Admin fee / account holder | $5,600 | $7,915-29.2% | $9,769-42.7% | $7,344-23.7% |