Filed February 8, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,331 | $48,335+285.5% | $121,098+53.9% | $71,457+160.8% |
| Participation rate | 58.9% | 54.3%+4.7pp | 69.5%-10.6pp | 67.9%-9.0pp |
| Annual return | 17.32% | 23.32%-6.0pp | 985.75%-968.4pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,820 | $1,489+89.4% | $4,164-32.3% | $2,588+9.0% |
| Participant deferral / active EE | $5,315 | $2,754+93.0% | $4,080+30.3% | $4,289+23.9% |
| Admin fee / account holder | $13,706 | $1,841+644.7% | $5,644+142.8% | $1,587+763.5% |