Filed May 1, 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.
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 | $132,813 | $81,460+63.0% | $103,333+28.5% | $80,856+64.3% |
| Participation rate | 55.2% | 66.8%-11.6pp | 74.5%-19.3pp | 67.6%-12.4pp |
| Annual return | 20.16% | 25.55%-5.4pp | 24.88%-4.7pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,217 | $3,105-60.8% | $3,868-68.5% | $2,755-55.8% |
| Participant deferral / active EE | $6,338 | $3,869+63.8% | $5,057+25.3% | $4,296+47.5% |
| Admin fee / account holder | $26,983 | $6,566+310.9% | $8,355+223.0% | $6,918+290.0% |