Filed October 21, 2008
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.)
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 | $55,642 | $82,664-32.7% | $125,339-55.6% | $68,494-18.8% |
| Participation rate | 46.3% | 75.0%-28.8pp | 82.4%-36.1pp | 67.9%-21.6pp |
| Annual return | -13.43% | -5.97%-7.5pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,495 | $3,381-55.8% | $4,814-68.9% | $2,596-42.4% |
| Participant deferral / active EE | $2,917 | $6,110-52.3% | $7,446-60.8% | $4,027-27.6% |
| Admin fee / account holder | $4,940 | $6,275-21.3% | $10,010-50.6% | $5,403-8.6% |