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.
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.
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 | $53,053+65.4% | $126,539-30.7% | $74,304+18.1% |
| Participation rate | 27.4% | 48.0%-20.6pp | 69.8%-42.4pp | 60.3%-32.9pp |
| Annual return | 14.78% | 29.46%-14.7pp | 425.95%-411.2pp | 29.43%-14.7pp |
| Employer contribution / active EE | $187 | $1,168-84.0% | $3,674-94.9% | $2,241-91.7% |
| Participant deferral / active EE | $1,772 | $2,303-23.1% | $4,083-56.6% | $3,767-53.0% |
| Admin fee / account holder | $1,611 | $3,698-56.4% | $6,065-73.4% | $2,969-45.7% |