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 | $70,756-40.9% | $65,493-36.1% | $142,382-70.6% |
| Participation rate | 54.5% | 77.4%-22.8pp | 73.1%-18.5pp | 80.1%-25.6pp |
| Annual return | 16.19% | 1754.89%-1738.7pp | 982.45%-966.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $688 | $2,881-76.1% | $2,574-73.3% | $4,299-84.0% |
| Participant deferral / active EE | $1,304 | $4,637-71.9% | $3,961-67.1% | $6,507-80.0% |
| Admin fee / account holder | $833 | $6,559-87.3% | $5,028-83.4% | $12,624-93.4% |