Filed March 27, 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 | $69,468 | $77,899-10.8% | $149,673-53.6% | $75,163-7.6% |
| Participation rate | 63.5% | 65.6%-2.1pp | 78.8%-15.3pp | 67.2%-3.7pp |
| Annual return | 17.02% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,259 | $3,137-28.0% | $4,818-53.1% | $2,670-15.4% |
| Participant deferral / active EE | $1,896 | $3,411-44.4% | $5,680-66.6% | $4,125-54.0% |
| Admin fee / account holder | $7,010 | $5,956+17.7% | $13,210-46.9% | $5,651+24.0% |