Filed October 1, 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 | $164,722 | $51,175+221.9% | $70,515+133.6% | $75,163+119.2% |
| Participation rate | 34.1% | 60.9%-26.8pp | 68.3%-34.3pp | 67.2%-33.1pp |
| Annual return | 16.27% | 30.02%-13.8pp | 32.77%-16.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,276 | $1,826-30.1% | $2,973-57.1% | $2,670-52.2% |
| Participant deferral / active EE | $3,414 | $2,849+19.8% | $4,567-25.2% | $4,125-17.2% |
| Admin fee / account holder | $3,222 | $4,091-21.2% | $6,412-49.7% | $5,651-43.0% |