Filed March 13, 2009
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,074 | $101,317+121.2% | $146,958+52.5% | $74,495+200.8% |
| Participation rate | 66.9% | 75.5%-8.6pp | 82.2%-15.2pp | 67.2%-0.3pp |
| Annual return | 54.39% | 8730.91%-8676.5pp | 418.34%-363.9pp | 1364.94%-1310.6pp |
| Employer contribution / active EE | $42 | $3,810-98.9% | $4,933-99.2% | $2,623-98.4% |
| Participant deferral / active EE | $5,726 | $7,303-21.6% | $8,070-29.0% | $4,346+31.8% |
| Admin fee / account holder | $4,863 | $1,739+179.6% | $12,998-62.6% | $1,942+150.4% |