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 | $39,832 | $46,869-15.0% | $122,332-67.4% | $70,131-43.2% |
| Participation rate | 54.4% | 58.2%-3.8pp | 71.6%-17.2pp | 69.5%-15.1pp |
| Annual return | 14.52% | 24.22%-9.7pp | 30.27%-15.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $765 | $1,288-40.6% | $4,050-81.1% | $2,342-67.4% |
| Participant deferral / active EE | $2,931 | $2,166+35.3% | $3,287-10.8% | $3,332-12.0% |
| Admin fee / account holder | $4,093 | $3,322+23.2% | $5,478-25.3% | $4,645-11.9% |