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 | $130,380 | $73,515+77.4% | $62,995+107.0% | $147,584-11.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 18.60% | 175.43%-156.8pp | 87.57%-69.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $9,292 | $3,320+179.8% | $2,759+236.8% | $4,876+90.5% |
| Participant deferral / active EE | $14,005 | $4,185+234.7% | $3,329+320.6% | $5,439+157.5% |
| Admin fee / account holder | $4,145 | $5,953-30.4% | $3,600+15.2% | $10,885-61.9% |