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 | $51,336 | $58,694-12.5% | $142,863-64.1% | $85,850-40.2% |
| Participation rate | 63.6% | 58.5%+5.2pp | 71.9%-8.3pp | 69.3%-5.7pp |
| Annual return | 14.34% | 27.72%-13.4pp | 5637.54%-5623.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,418 | $1,423-0.3% | $4,144-65.8% | $2,565-44.7% |
| Participant deferral / active EE | $2,856 | $2,607+9.6% | $3,837-25.6% | $3,952-27.7% |
| Admin fee / account holder | $696 | $4,239-83.6% | $6,560-89.4% | $6,260-88.9% |