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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,713 | $100,923-32.9% | $150,045-54.9% | $74,304-8.9% |
| Participation rate | 41.4% | 70.1%-28.6pp | 82.3%-40.9pp | 60.3%-18.9pp |
| Annual return | 11.73% | 51.77%-40.0pp | 62.55%-50.8pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,260 | $3,463-63.6% | $4,693-73.2% | $2,241-43.8% |
| Participant deferral / active EE | $2,174 | $6,709-67.6% | $7,997-72.8% | $3,767-42.3% |
| Admin fee / account holder | $3,001 | $2,767+8.4% | $13,435-77.7% | $2,969+1.1% |