Filed April 12, 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 | $31,295 | $77,634-59.7% | $156,549-80.0% | $62,891-50.2% |
| Participation rate | 68.9% | 71.2%-2.3pp | 84.0%-15.1pp | 69.3%-0.4pp |
| Annual return | 7.72% | 50.32%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,106 | $3,444-67.9% | $5,501-79.9% | $2,281-51.5% |
| Participant deferral / active EE | $2,742 | $3,045-9.9% | $4,871-43.7% | $3,203-14.4% |
| Admin fee / account holder | $2,559 | $5,561-54.0% | $13,027-80.4% | $4,296-40.4% |