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 | $89,119 | $54,517+63.5% | $75,972+17.3% | $74,495+19.6% |
| Participation rate | 65.8% | 60.3%+5.5pp | 69.1%-3.3pp | 67.2%-1.4pp |
| Annual return | 13.99% | 31.82%-17.8pp | 359.55%-345.6pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,871 | $1,777+5.3% | $2,685-30.3% | $2,623-28.7% |
| Participant deferral / active EE | $2,813 | $3,066-8.2% | $4,255-33.9% | $4,346-35.3% |
| Admin fee / account holder | $7,635 | $2,229+242.6% | $6,467+18.1% | $1,942+293.2% |