Filed September 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,077 | $70,250+48.2% | $386,318-73.1% | $116,875-11.0% |
| Participation rate | 63.3% | 68.3%-5.0pp | 67.7%-4.4pp | 74.5%-11.2pp |
| Annual return | 13.47% | 17.57%-4.1pp | -2.64%+16.1pp | 16.29%-2.8pp |
| Employer contribution / active EE | $1,790 | $2,512-28.8% | $4,025-55.5% | $3,288-45.6% |
| Participant deferral / active EE | $2,706 | $3,180-14.9% | $3,524-23.2% | $3,885-30.3% |
| Admin fee / account holder | $14,827 | $7,267+104.0% | $16,179-8.4% | $12,263+20.9% |