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 | $103,130 | $59,097+74.5% | $82,389+25.2% | $74,304+38.8% |
| Participation rate | 57.4% | 52.8%+4.7pp | 69.5%-12.1pp | 60.3%-2.9pp |
| Annual return | 14.25% | 22.85%-8.6pp | 28.67%-14.4pp | 29.43%-15.2pp |
| Employer contribution / active EE | $334 | $1,601-79.1% | $2,517-86.7% | $2,241-85.1% |
| Participant deferral / active EE | $2,412 | $2,775-13.1% | $4,155-41.9% | $3,767-36.0% |
| Admin fee / account holder | $23,337 | $4,489+419.8% | $7,231+222.8% | $2,969+686.1% |