Filed December 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,742 | $51,736+69.6% | $120,225-27.0% | $67,986+29.1% |
| Participation rate | 27.4% | 46.1%-18.7pp | 69.6%-42.2pp | 57.2%-29.8pp |
| Annual return | 14.78% | 31.98%-17.2pp | 439.23%-424.4pp | 31.67%-16.9pp |
| Employer contribution / active EE | $187 | $1,071-82.6% | $3,475-94.6% | $2,019-90.8% |
| Participant deferral / active EE | $1,772 | $2,206-19.7% | $3,999-55.7% | $3,358-47.2% |
| Admin fee / account holder | $1,611 | $4,159-61.3% | $5,696-71.7% | $3,203-49.7% |