Filed June 3, 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 | $28,193 | $39,162-28.0% | $100,671-72.0% | $59,632-52.7% |
| Participation rate | 51.1% | 55.9%-4.7pp | 70.7%-19.6pp | 68.7%-17.6pp |
| Annual return | -2.95% | 21.07%-24.0pp | 20.43%-23.4pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $608 | $1,151-47.1% | $4,012-84.8% | $2,203-72.4% |
| Participant deferral / active EE | $2,572 | $1,992+29.1% | $3,144-18.2% | $3,192-19.4% |
| Admin fee / account holder | $3,320 | $2,969+11.8% | $4,850-31.5% | $4,297-22.7% |