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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,446 | $73,933-79.1% | $96,683-84.0% | $75,163-79.4% |
| Participation rate | 67.5% | 66.4%+1.1pp | 74.3%-6.8pp | 67.2%+0.3pp |
| Annual return | 7.28% | 26.70%-19.4pp | 35.69%-28.4pp | 160.62%-153.3pp |
| Employer contribution / active EE | $837 | $2,928-71.4% | $3,737-77.6% | $2,670-68.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,831 | $5,216-64.9% | $6,730-72.8% | $5,651-67.6% |