Filed November 30, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,077 | $57,354+48.3% | $83,848+1.5% | $64,186+32.5% |
| Participation rate | 61.4% | 68.6%-7.2pp | 76.1%-14.8pp | 69.6%-8.2pp |
| Annual return | -3.95% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $385 | $2,545-84.9% | $3,631-89.4% | $2,381-83.8% |
| Participant deferral / active EE | $2,324 | $2,993-22.4% | $4,082-43.1% | $3,470-33.0% |
| Admin fee / account holder | $7,120 | $4,046+76.0% | $5,478+30.0% | $4,888+45.7% |