Filed June 25, 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 | $133,403 | $54,558+144.5% | $76,002+75.5% | $74,546+79.0% |
| Participation rate | 63.1% | 60.3%+2.8pp | 69.1%-6.0pp | 67.2%-4.1pp |
| Annual return | 13.91% | 31.83%-17.9pp | 360.07%-346.2pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $3,167 | $1,778+78.2% | $2,688+17.8% | $2,624+20.7% |
| Participant deferral / active EE | $4,579 | $3,065+49.4% | $4,257+7.6% | $4,347+5.3% |
| Admin fee / account holder | $9,636 | $2,232+331.7% | $6,414+50.2% | $1,944+395.8% |