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 | $55,012 | $180,101-69.5% | $121,098-54.6% | - |
| Participation rate | 41.4% | 65.2%-23.8pp | 69.5%-28.1pp | - |
| Annual return | 14.33% | 26.55%-12.2pp | 985.75%-971.4pp | - |
| Employer contribution / active EE | $1,177 | $2,353-50.0% | $4,164-71.7% | - |
| Participant deferral / active EE | $2,439 | $4,104-40.6% | $4,080-40.2% | - |
| Admin fee / account holder | $1,227 | $23,406-94.8% | $5,644-78.3% | - |