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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,850 | $65,685-69.8% | $57,179-65.3% | $273,961-92.8% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 0.82% | 21.99%-21.2pp | 14.59%-13.8pp | 41.45%-40.6pp |
| Employer contribution / active EE | $953 | $3,279-70.9% | $2,682-64.5% | $4,869-80.4% |
| Participant deferral / active EE | $1,602 | $3,782-57.6% | $3,096-48.2% | $5,287-69.7% |
| Admin fee / account holder | $6,079 | $4,835+25.7% | $3,139+93.7% | $10,132-40.0% |