Filed February 22, 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.
Participant 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,882 | $55,415-65.9% | $155,509-87.9% | $74,495-74.7% |
| Participation rate | 60.9% | 61.9%-1.0pp | 78.2%-17.3pp | 67.2%-6.3pp |
| Annual return | 16.04% | 268.50%-252.5pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $929 | $2,267-59.0% | $4,672-80.1% | $2,623-64.6% |
| Participant deferral / active EE | $284 | $2,836-90.0% | $5,626-94.9% | $4,346-93.5% |
| Admin fee / account holder | $679 | $1,738-60.9% | $15,912-95.7% | $1,942-65.0% |