Filed April 12, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,755 | $76,050-13.5% | $96,544-31.9% | $71,457-8.0% |
| Participation rate | 65.0% | 74.4%-9.4pp | 76.0%-10.9pp | 67.9%-2.9pp |
| Annual return | 12.38% | 22.81%-10.4pp | 25.84%-13.5pp | 28.85%-16.5pp |
| Employer contribution / active EE | $1,066 | $2,244-52.5% | $2,965-64.0% | $2,588-58.8% |
| Participant deferral / active EE | $2,814 | $4,215-33.2% | $4,851-42.0% | $4,289-34.4% |
| Admin fee / account holder | $4,447 | $2,707+64.3% | $8,252-46.1% | $1,587+180.2% |