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 | $54,517+144.7% | $75,972+75.6% | $74,495+79.1% |
| Participation rate | 63.1% | 60.3%+2.8pp | 69.1%-6.0pp | 67.2%-4.1pp |
| Annual return | 13.91% | 31.82%-17.9pp | 359.55%-345.6pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,167 | $1,777+78.2% | $2,685+18.0% | $2,623+20.8% |
| Participant deferral / active EE | $4,579 | $3,066+49.4% | $4,255+7.6% | $4,346+5.4% |
| Admin fee / account holder | $9,636 | $2,229+332.4% | $6,467+49.0% | $1,942+396.3% |