Filed November 14, 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.
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 | $86,744 | $129,095-32.8% | $184,200-52.9% | $77,671+11.7% |
| Participation rate | 66.4% | 87.3%-21.0pp | 86.8%-20.4pp | 70.6%-4.2pp |
| Annual return | 66.38% | 33.29%+33.1pp | 28.80%+37.6pp | 31.21%+35.2pp |
| Employer contribution / active EE | $785 | $4,410-82.2% | $6,424-87.8% | $2,726-71.2% |
| Participant deferral / active EE | $5,659 | $7,300-22.5% | $9,132-38.0% | $4,648+21.8% |
| Admin fee / account holder | $3,212 | $256+1156.2% | $13,907-76.9% | $430+646.4% |