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.
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 | $96,625 | $89,753+7.7% | $107,525-10.1% | $84,808+13.9% |
| Participation rate | 67.7% | 68.1%-0.3pp | 75.1%-7.3pp | 68.3%-0.6pp |
| Annual return | 15.94% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,400 | $3,113-55.0% | $3,754-62.7% | $2,631-46.8% |
| Participant deferral / active EE | $3,156 | $4,056-22.2% | $5,116-38.3% | $4,212-25.1% |
| Admin fee / account holder | $13,912 | $7,222+92.6% | $8,919+56.0% | $7,344+89.4% |