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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,113 | $34,934+172.3% | $56,411+68.6% | $74,495+27.7% |
| Participation rate | 46.4% | 32.8%+13.5pp | 52.5%-6.1pp | 67.2%-20.8pp |
| Annual return | 11.33% | 25.94%-14.6pp | 1701.33%-1690.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,346 | $609+121.1% | $1,039+29.6% | $2,623-48.7% |
| Participant deferral / active EE | $2,606 | $1,170+122.7% | $1,952+33.5% | $4,346-40.0% |
| Admin fee / account holder | $6,965 | $2,364+194.7% | $2,829+146.2% | $1,942+258.7% |