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 | $69,578 | $41,377+68.2% | $109,313-36.3% | $62,891+10.6% |
| Participation rate | 36.8% | 57.5%-20.7pp | 71.3%-34.4pp | 69.3%-32.5pp |
| Annual return | 6.72% | 11.05%-4.3pp | 22.07%-15.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $883 | $1,276-30.8% | $3,892-77.3% | $2,281-61.3% |
| Participant deferral / active EE | $1,766 | $2,045-13.7% | $3,166-44.2% | $3,203-44.9% |
| Admin fee / account holder | $1,667 | $2,884-42.2% | $5,666-70.6% | $4,296-61.2% |