Filed January 19, 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 | $27,883 | $49,657-43.8% | $93,063-70.0% | $67,986-59.0% |
| Participation rate | 21.9% | 49.9%-28.0pp | 72.1%-50.2pp | 57.2%-35.3pp |
| Annual return | 26.13% | 26.27%-0.1pp | 34.15%-8.0pp | 31.67%-5.5pp |
| Employer contribution / active EE | $211 | $1,279-83.5% | $2,476-91.5% | $2,019-89.6% |
| Participant deferral / active EE | $524 | $2,484-78.9% | $3,958-86.8% | $3,358-84.4% |
| Admin fee / account holder | $3,197 | $2,843+12.5% | $6,033-47.0% | $3,203-0.2% |