Filed March 9, 2007 (most recent of 4 filings on file)
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 | $103,676 | $62,586+65.7% | $76,768+35.1% | $64,186+61.5% |
| Participation rate | 68.1% | 72.8%-4.8pp | 77.0%-8.9pp | 69.6%-1.5pp |
| Annual return | -6.80% | -1.95%-4.9pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,787 | $1,832-2.4% | $2,485-28.1% | $2,381-24.9% |
| Participant deferral / active EE | $4,416 | $3,145+40.4% | $3,852+14.7% | $3,470+27.3% |
| Admin fee / account holder | $9,062 | $4,667+94.2% | $6,675+35.8% | $4,888+85.4% |