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 | $46,081 | $53,777-14.3% | $134,143-65.6% | $79,858-42.3% |
| Participation rate | 59.5% | 58.8%+0.7pp | 72.2%-12.7pp | 69.6%-10.1pp |
| Annual return | 16.24% | 19.01%-2.8pp | 36.33%-20.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,397 | $1,321+5.7% | $3,704-62.3% | $2,471-43.5% |
| Participant deferral / active EE | $2,592 | $2,420+7.1% | $3,499-25.9% | $3,740-30.7% |
| Admin fee / account holder | $4,215 | $3,984+5.8% | $6,684-36.9% | $5,306-20.6% |