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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,432 | $41,377-14.4% | $109,313-67.6% | $62,891-43.7% |
| Participation rate | 60.0% | 57.5%+2.5pp | 71.3%-11.3pp | 69.3%-9.3pp |
| Annual return | 6.00% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $791 | $1,276-38.0% | $3,892-79.7% | $2,281-65.3% |
| Participant deferral / active EE | $3,397 | $2,045+66.1% | $3,166+7.3% | $3,203+6.0% |
| Admin fee / account holder | $1,370 | $2,884-52.5% | $5,666-75.8% | $4,296-68.1% |