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.
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 | $221,512 | $105,998+109.0% | $92,233+140.2% | $147,584+50.1% |
| Participation rate | 69.6% | 80.4%-10.8pp | 76.5%-6.9pp | 82.8%-13.3pp |
| Annual return | 17.10% | 50.05%-32.9pp | 176.28%-159.2pp | 578.55%-561.4pp |
| Employer contribution / active EE | $583 | $4,333-86.5% | $3,679-84.2% | $4,876-88.0% |
| Participant deferral / active EE | $6,493 | $4,478+45.0% | $3,897+66.6% | $5,439+19.4% |
| Admin fee / account holder | $1,281 | $6,332-79.8% | $5,194-75.3% | $10,885-88.2% |