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 | $72,467 | $100,923-28.2% | $150,045-51.7% | $74,304-2.5% |
| Participation rate | 29.2% | 70.1%-40.9pp | 82.3%-53.2pp | 60.3%-31.2pp |
| Annual return | 13.95% | 51.77%-37.8pp | 62.55%-48.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,622 | $6,709-75.8% | $7,997-79.7% | $3,767-57.0% |
| Admin fee / account holder | $4,496 | $2,767+62.5% | $13,435-66.5% | $2,969+51.4% |