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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,321 | $63,346-26.9% | $92,233-49.8% | $70,131-34.0% |
| Participation rate | 59.5% | 68.7%-9.2pp | 76.5%-17.0pp | 69.5%-10.1pp |
| Annual return | 11.78% | 530.12%-518.3pp | 176.28%-164.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $811 | $2,471-67.2% | $3,679-78.0% | $2,342-65.4% |
| Participant deferral / active EE | $1,558 | $2,854-45.4% | $3,897-60.0% | $3,332-53.2% |
| Admin fee / account holder | $7,272 | $3,840+89.4% | $5,194+40.0% | $4,645+56.5% |