Filed September 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,488 | $110,094+127.5% | $151,611+65.2% | $68,494+265.7% |
| Participation rate | 65.6% | 84.0%-18.3pp | 87.5%-21.9pp | 67.9%-2.3pp |
| Annual return | -17.14% | -10.12%-7.0pp | 3.33%-20.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,332 | $4,471-3.1% | $6,166-29.7% | $2,596+66.9% |
| Participant deferral / active EE | $10,368 | $6,527+58.8% | $8,363+24.0% | $4,027+157.5% |
| Admin fee / account holder | $29,291 | $7,719+279.5% | $11,616+152.2% | $5,403+442.2% |