Filed April 5, 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 | $33,296 | $48,570-31.4% | $130,648-74.5% | $72,985-54.4% |
| Participation rate | 60.6% | 58.6%+2.0pp | 71.7%-11.1pp | 69.5%-8.9pp |
| Annual return | 22.92% | 38.63%-15.7pp | 1708.96%-1686.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,426 | $1,334+81.8% | $4,092-40.7% | $2,440-0.6% |
| Participant deferral / active EE | $4,826 | $2,384+102.4% | $3,603+33.9% | $3,607+33.8% |
| Admin fee / account holder | $740 | $3,549-79.2% | $5,464-86.5% | $5,124-85.6% |