Filed August 14, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,729 | $55,472+36.5% | $155,567-51.3% | $74,546+1.6% |
| Participation rate | 48.1% | 61.9%-13.8pp | 78.2%-30.1pp | 67.2%-19.1pp |
| Annual return | 13.94% | 268.72%-254.8pp | 64.74%-50.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,832 | $2,269-19.3% | $4,674-60.8% | $2,624-30.2% |
| Participant deferral / active EE | $2,439 | $2,838-14.1% | $5,628-56.7% | $4,347-43.9% |
| Admin fee / account holder | $16 | $1,743-99.1% | $15,916-99.9% | $1,944-99.2% |