Filed December 12, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $45,304 | $64,705-30.0% | $62,929-28.0% | $67,986-33.4% |
| Participation rate | 26.0% | 65.6%-39.6pp | 73.1%-47.1pp | 57.2%-31.2pp |
| Annual return | 13.50% | 20.31%-6.8pp | 1063.93%-1050.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $760 | $2,376-68.0% | $2,505-69.7% | $2,019-62.4% |
| Participant deferral / active EE | $1,343 | $3,198-58.0% | $3,888-65.5% | $3,358-60.0% |
| Admin fee / account holder | $9,738 | $1,428+581.9% | $5,065+92.3% | $3,203+204.0% |