Filed March 5, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,931 | $91,407-25.7% | $135,903-50.0% | $71,457-4.9% |
| Participation rate | 23.0% | 75.7%-52.7pp | 81.9%-58.9pp | 67.9%-44.9pp |
| Annual return | 15.51% | 29.90%-14.4pp | 68.23%-52.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,495 | $7,092-78.9% | $7,758-80.7% | $4,289-65.1% |
| Admin fee / account holder | $9,527 | $1,266+652.7% | $10,762-11.5% | $1,587+500.2% |