Filed June 19, 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 | $96,011 | $58,208+64.9% | $81,812+17.4% | $80,856+18.7% |
| Participation rate | 41.2% | 63.4%-22.2pp | 72.3%-31.1pp | 67.6%-26.4pp |
| Annual return | 13.49% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,003 | $2,340-57.1% | $2,912-65.5% | $2,755-63.6% |
| Participant deferral / active EE | $3,060 | $3,281-6.7% | $4,319-29.1% | $4,296-28.8% |
| Admin fee / account holder | $2,111 | $4,981-57.6% | $7,386-71.4% | $6,918-69.5% |