Filed April 12, 2007 (most recent of 2 filings on file)
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 | $39,423 | $38,969+1.2% | $109,313-63.9% | $55,167-28.5% |
| Participation rate | 24.3% | 58.2%-33.9pp | 71.3%-46.9pp | 69.0%-44.6pp |
| Annual return | 5.80% | 8.26%-2.5pp | 22.07%-16.3pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,061 | $2,176-51.2% | $3,166-66.5% | $3,054-65.3% |
| Admin fee / account holder | $1,267 | $501+153.0% | $5,666-77.6% | $504+151.5% |