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 | $45,626 | $48,570-6.1% | $130,648-65.1% | $72,985-37.5% |
| Participation rate | 43.7% | 58.6%-14.9pp | 71.7%-28.1pp | 69.5%-25.8pp |
| Annual return | 34.32% | 38.63%-4.3pp | 1708.96%-1674.6pp | 81.00%-46.7pp |
| Employer contribution / active EE | $748 | $1,334-43.9% | $4,092-81.7% | $2,440-69.3% |
| Participant deferral / active EE | $1,777 | $2,384-25.4% | $3,603-50.7% | $3,607-50.7% |
| Admin fee / account holder | $1,681 | $3,549-52.6% | $5,464-69.2% | $5,124-67.2% |