Filed November 20, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,069 | $109,817-83.5% | $98,442-81.6% | $167,490-89.2% |
| Participation rate | 52.6% | 75.8%-23.2pp | 73.3%-20.7pp | 82.1%-29.5pp |
| Annual return | 18.90% | 1956.69%-1937.8pp | 1492.73%-1473.8pp | 478.56%-459.7pp |
| Employer contribution / active EE | $749 | $3,224-76.8% | $2,960-74.7% | $4,837-84.5% |
| Participant deferral / active EE | $2,163 | $4,673-53.7% | $4,276-49.4% | $6,341-65.9% |
| Admin fee / account holder | $624 | $6,753-90.8% | $5,949-89.5% | $12,309-94.9% |