Filed June 13, 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 | $34,885 | $76,401-54.3% | $106,387-67.2% | $64,186-45.6% |
| Participation rate | 63.3% | 73.5%-10.2pp | 77.5%-14.1pp | 69.6%-6.2pp |
| Annual return | -5.84% | -2.19%-3.6pp | 0.25%-6.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,431 | $2,680-46.6% | $3,520-59.3% | $2,381-39.9% |
| Participant deferral / active EE | $2,187 | $4,274-48.8% | $5,421-59.7% | $3,470-37.0% |
| Admin fee / account holder | $7,920 | $4,610+71.8% | $7,510+5.5% | $4,888+62.0% |