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 | $16,057 | $92,703-82.7% | $82,719-80.6% | $134,475-88.1% |
| Participation rate | 68.8% | 75.2%-6.4pp | 72.6%-3.8pp | 81.2%-12.5pp |
| Annual return | -17.35% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $986 | $3,274-69.9% | $3,009-67.2% | $4,740-79.2% |
| Participant deferral / active EE | $2,353 | $4,802-51.0% | $4,395-46.5% | $6,400-63.2% |
| Admin fee / account holder | $721 | $5,983-87.9% | $5,329-86.5% | $11,426-93.7% |