Filed April 5, 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 9-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 | $88,160 | $27,839+216.7% | $58,482+50.7% | $71,457+23.4% |
| Participation rate | 48.9% | 34.5%+14.4pp | 50.9%-2.0pp | 67.9%-19.0pp |
| Annual return | 13.63% | 26.81%-13.2pp | 4239.32%-4225.7pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,184 | $631+87.7% | $1,053+12.4% | $2,588-54.2% |
| Participant deferral / active EE | $2,391 | $1,206+98.2% | $1,924+24.3% | $4,289-44.2% |
| Admin fee / account holder | $6,805 | $1,641+314.8% | $2,516+170.5% | $1,587+328.7% |