Filed April 12, 2007 (most recent of 2 filings on file)
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 | $43,453 | $52,681-17.5% | $75,781-42.7% | $59,632-27.1% |
| Participation rate | 56.3% | 67.2%-11.0pp | 75.8%-19.6pp | 68.7%-12.4pp |
| Annual return | -1.40% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,145 | $2,193-47.8% | $3,323-65.6% | $2,203-48.0% |
| Participant deferral / active EE | $1,753 | $2,591-32.3% | $3,651-52.0% | $3,192-45.1% |
| Admin fee / account holder | $1,909 | $3,610-47.1% | $5,299-64.0% | $4,297-55.6% |