Filed May 1, 2007 (most recent of 2 filings on file)
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 | $99,130 | $78,672+26.0% | $109,143-9.2% | $85,850+15.5% |
| Participation rate | 65.9% | 68.3%-2.4pp | 75.9%-10.0pp | 69.3%-3.5pp |
| Annual return | 17.31% | 25.09%-7.8pp | 25.75%-8.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,377 | $2,735-49.6% | $3,722-63.0% | $2,565-46.3% |
| Participant deferral / active EE | $3,344 | $3,467-3.5% | $4,653-28.1% | $3,952-15.4% |
| Admin fee / account holder | $5,949 | $5,469+8.8% | $6,752-11.9% | $6,260-5.0% |