Filed October 26, 2007 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,612 | $209,832+50.4% | $189,513+66.5% | $167,490+88.4% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 4.85% | 748.27%-743.4pp | 555.15%-550.3pp | 478.56%-473.7pp |
| Employer contribution / active EE | $3,765 | $6,914-45.5% | $6,162-38.9% | $4,837-22.2% |
| Participant deferral / active EE | $10,093 | $8,935+13.0% | $8,221+22.8% | $6,341+59.2% |
| Admin fee / account holder | $735 | $14,293-94.9% | $12,045-93.9% | $12,309-94.0% |