Filed May 28, 2008 (most recent of 4 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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,422 | $30,588-46.3% | $53,898-69.5% | $85,563-80.8% |
| Participation rate | 17.1% | 26.3%-9.2pp | 55.0%-37.8pp | 66.0%-48.8pp |
| Annual return | 53.55% | 50.42%+3.1pp | 528.60%-475.1pp | 31.51%+22.0pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $677 | $848-20.2% | $1,826-63.0% | $4,375-84.5% |
| Admin fee / account holder | $1,511 | $1,879-19.6% | $2,491-39.3% | $834+81.1% |