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 | $85,410 | $65,365+30.7% | $92,893-8.1% | $72,985+17.0% |
| Participation rate | 56.8% | 68.3%-11.5pp | 76.0%-19.2pp | 69.5%-12.6pp |
| Annual return | 19.79% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $336 | $2,594-87.1% | $3,653-90.8% | $2,440-86.2% |
| Participant deferral / active EE | $2,104 | $3,128-32.7% | $4,236-50.3% | $3,607-41.7% |
| Admin fee / account holder | $22,415 | $4,251+427.2% | $5,794+286.9% | $5,124+337.4% |