Filed January 26, 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 | $127,027 | $53,516+137.4% | $126,539+0.4% | $84,808+49.8% |
| Participation rate | 38.6% | 58.2%-19.6pp | 69.8%-31.2pp | 68.3%-29.7pp |
| Annual return | 16.04% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,823 | $1,535+18.8% | $3,674-50.4% | $2,631-30.7% |
| Participant deferral / active EE | $3,905 | $2,671+46.2% | $4,083-4.4% | $4,212-7.3% |
| Admin fee / account holder | $15,932 | $4,497+254.3% | $6,065+162.7% | $7,344+116.9% |