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 | $26,345 | $88,751-70.3% | $81,812-67.8% | $145,922-81.9% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.3%-3.9pp | 80.3%-11.9pp |
| Annual return | 19.12% | 1025.40%-1006.3pp | 773.79%-754.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,032 | $3,083-66.5% | $2,912-64.6% | $4,660-77.9% |
| Participant deferral / active EE | $2,957 | $4,643-36.3% | $4,319-31.5% | $6,688-55.8% |
| Admin fee / account holder | $868 | $8,415-89.7% | $7,386-88.2% | $13,397-93.5% |