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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,638 | $49,915-68.7% | $154,803-89.9% | $74,304-79.0% |
| Participation rate | 64.8% | 54.0%+10.8pp | 78.1%-13.3pp | 60.3%+4.4pp |
| Annual return | 11.19% | 34.06%-22.9pp | 58.88%-47.7pp | 29.43%-18.2pp |
| Employer contribution / active EE | $1,462 | $1,611-9.2% | $4,305-66.0% | $2,241-34.7% |
| Participant deferral / active EE | $289 | $2,255-87.2% | $5,540-94.8% | $3,767-92.3% |
| Admin fee / account holder | $6,089 | $2,189+178.2% | $14,329-57.5% | $2,969+105.1% |