Filed April 14, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,803 | $29,548-36.4% | $56,411-66.7% | $77,643-75.8% |
| Participation rate | 5.5% | 32.7%-27.2pp | 52.5%-47.0pp | 70.6%-65.1pp |
| Annual return | 0.00% | 19.01%-19.0pp | 1701.33%-1701.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $108 | $1,061-89.8% | $1,952-94.5% | $4,647-97.7% |
| Admin fee / account holder | $2,929 | $1,046+180.0% | $2,829+3.5% | $430+580.4% |