Filed February 7, 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 | $20,352 | $81,248-75.0% | $155,509-86.9% | $80,856-74.8% |
| Participation rate | 29.4% | 66.2%-36.8pp | 78.2%-48.8pp | 67.6%-38.2pp |
| Annual return | 12.72% | 33.31%-20.6pp | 64.67%-51.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,630 | $3,452-52.8% | $5,626-71.0% | $4,296-62.1% |
| Admin fee / account holder | $11,479 | $7,997+43.5% | $15,912-27.9% | $6,918+65.9% |