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 | $108,165 | $69,362+55.9% | $101,248+6.8% | $73,488+47.2% |
| Participation rate | 47.0% | 68.4%-21.4pp | 75.8%-28.8pp | 70.7%-23.7pp |
| Annual return | 15.08% | 18.46%-3.4pp | 46.47%-31.4pp | 28.51%-13.4pp |
| Employer contribution / active EE | $367 | $2,628-86.0% | $3,660-90.0% | $2,270-83.8% |
| Participant deferral / active EE | $1,948 | $3,300-41.0% | $4,370-55.4% | $3,740-47.9% |
| Admin fee / account holder | $1,326 | $704+88.5% | $5,945-77.7% | $513+158.5% |