Filed April 17, 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.
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 | $83,413 | $138,347-39.7% | $184,203-54.7% | $80,856+3.2% |
| Participation rate | 67.2% | 83.9%-16.7pp | 86.8%-19.7pp | 67.6%-0.5pp |
| Annual return | 11.32% | 20.02%-8.7pp | 28.81%-17.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,194 | $7,071-26.5% | $9,131-43.1% | $4,296+20.9% |
| Admin fee / account holder | $16,432 | $10,483+56.7% | $13,901+18.2% | $6,918+137.5% |