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 | $102,655 | $65,685+56.3% | $57,179+79.5% | $273,961-62.5% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 5.07% | 21.99%-16.9pp | 14.59%-9.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $7,517 | $3,279+129.3% | $2,682+180.2% | $4,869+54.4% |
| Participant deferral / active EE | $4,580 | $3,782+21.1% | $3,096+47.9% | $5,287-13.4% |
| Admin fee / account holder | $1,306 | $4,835-73.0% | $3,139-58.4% | $10,132-87.1% |