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 | $178,373 | $52,406+240.4% | $129,207+38.1% | $74,495+139.4% |
| Participation rate | 61.3% | 53.8%+7.5pp | 69.6%-8.3pp | 67.2%-5.9pp |
| Annual return | 12.54% | 15.66%-3.1pp | 9417.33%-9404.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,534 | $1,531+130.9% | $4,153-14.9% | $2,623+34.7% |
| Participant deferral / active EE | $4,710 | $2,794+68.6% | $4,168+13.0% | $4,346+8.4% |
| Admin fee / account holder | $33,342 | $2,633+1166.4% | $7,715+332.2% | $1,942+1617.1% |