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 | $68,177 | $101,317-32.7% | $146,958-53.6% | $74,495-8.5% |
| Participation rate | 20.9% | 75.5%-54.7pp | 82.2%-61.3pp | 67.2%-46.3pp |
| Annual return | 10.00% | 8730.91%-8720.9pp | 418.34%-408.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,111 | $7,303-84.8% | $8,070-86.2% | $4,346-74.4% |
| Admin fee / account holder | $12,181 | $1,739+600.5% | $12,998-6.3% | $1,942+527.3% |