Filed August 8, 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 | $57,169 | $53,018+7.8% | $70,014-18.3% | $62,891-9.1% |
| Participation rate | 52.3% | 67.2%-14.9pp | 71.8%-19.5pp | 69.3%-17.0pp |
| Annual return | 8.75% | 13.35%-4.6pp | 12.99%-4.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $359 | $1,799-80.1% | $2,338-84.7% | $2,281-84.3% |
| Participant deferral / active EE | $2,272 | $2,395-5.1% | $2,931-22.5% | $3,203-29.1% |
| Admin fee / account holder | $1,003 | $3,690-72.8% | $4,380-77.1% | $4,296-76.7% |