Filed October 31, 2007 (most recent of 6 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 | $169,277 | $87,540+93.4% | $75,781+123.4% | $125,391+35.0% |
| Participation rate | 68.2% | 80.2%-12.0pp | 75.8%-7.6pp | 83.2%-15.0pp |
| Annual return | 1.49% | 13.48%-12.0pp | 9.68%-8.2pp | 282.22%-280.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,677 | $4,229+34.2% | $3,651+55.5% | $5,352+6.1% |
| Admin fee / account holder | $9,368 | $6,502+44.1% | $5,299+76.8% | $9,540-1.8% |