Filed August 12, 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 | $41,825 | $68,097-38.6% | $62,929-33.5% | $137,256-69.5% |
| Participation rate | 54.5% | 77.4%-22.9pp | 73.1%-18.6pp | 80.0%-25.4pp |
| Annual return | 16.19% | 1859.11%-1842.9pp | 1063.93%-1047.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $688 | $2,811-75.5% | $2,505-72.5% | $4,156-83.4% |
| Participant deferral / active EE | $1,304 | $4,553-71.3% | $3,888-66.5% | $6,407-79.6% |
| Admin fee / account holder | $833 | $6,521-87.2% | $5,065-83.5% | $12,270-93.2% |