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 | $28,511 | $43,723-34.8% | $121,196-76.5% | $64,186-55.6% |
| Participation rate | 44.9% | 58.3%-13.4pp | 71.7%-26.8pp | 69.6%-24.6pp |
| Annual return | -7.04% | 68.91%-76.0pp | 16.93%-24.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $880 | $1,296-32.1% | $4,022-78.1% | $2,381-63.0% |
| Participant deferral / active EE | $2,147 | $2,280-5.8% | $3,344-35.8% | $3,470-38.1% |
| Admin fee / account holder | $1,598 | $3,501-54.4% | $5,019-68.2% | $4,888-67.3% |