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 | $27,243-39.7% | $52,425-68.7% | $79,634-79.4% |
| Participation rate | 17.1% | 22.4%-5.3pp | 55.6%-38.5pp | 62.5%-45.4pp |
| Annual return | 53.55% | 63.36%-9.8pp | 302.12%-248.6pp | 36.46%+17.1pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $677 | $636+6.4% | $1,790-62.2% | $3,835-82.4% |
| Admin fee / account holder | $1,511 | $2,105-28.2% | $2,495-39.4% | $1,002+50.8% |