Filed March 27, 2007
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,043 | $54,705+99.3% | $71,209+53.1% | $84,808+28.6% |
| Participation rate | 44.9% | 64.1%-19.1pp | 73.8%-28.8pp | 68.3%-23.4pp |
| Annual return | 15.84% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,112 | $2,158-48.5% | $2,721-59.1% | $2,631-57.7% |
| Participant deferral / active EE | $773 | $3,030-74.5% | $4,175-81.5% | $4,212-81.6% |
| Admin fee / account holder | $3,900 | $4,863-19.8% | $5,349-27.1% | $7,344-46.9% |