Filed April 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,347 | $48,570+24.2% | $130,648-53.8% | $72,985-17.3% |
| Participation rate | 30.5% | 58.6%-28.1pp | 71.7%-41.2pp | 69.5%-39.0pp |
| Annual return | 16.66% | 38.63%-22.0pp | 1708.96%-1692.3pp | 81.00%-64.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $686 | $2,384-71.2% | $3,603-81.0% | $3,607-81.0% |
| Admin fee / account holder | $9,396 | $3,549+164.7% | $5,464+71.9% | $5,124+83.4% |