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 | $80,277 | $81,248-1.2% | $155,509-48.4% | $80,856-0.7% |
| Participation rate | 55.8% | 66.2%-10.4pp | 78.2%-22.4pp | 67.6%-11.8pp |
| Annual return | 15.17% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,668 | $3,100-14.0% | $4,672-42.9% | $2,755-3.2% |
| Participant deferral / active EE | $2,569 | $3,452-25.6% | $5,626-54.3% | $4,296-40.2% |
| Admin fee / account holder | $10,419 | $7,997+30.3% | $15,912-34.5% | $6,918+50.6% |