Filed September 10, 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 | $41,855 | $87,841-52.4% | $133,980-68.8% | $62,891-33.4% |
| Participation rate | 68.9% | 83.4%-14.5pp | 87.1%-18.2pp | 69.3%-0.4pp |
| Annual return | 7.70% | 12.05%-4.4pp | 29.30%-21.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,264 | $3,483-63.7% | $5,211-75.7% | $2,281-44.6% |
| Participant deferral / active EE | $2,963 | $4,812-38.4% | $6,282-52.8% | $3,203-7.5% |
| Admin fee / account holder | $7,634 | $5,371+42.1% | $9,324-18.1% | $4,296+77.7% |