Filed April 27, 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 | $43,321 | $110,094-60.7% | $151,611-71.4% | $68,494-36.8% |
| Participation rate | 60.8% | 84.0%-23.2pp | 87.5%-26.7pp | 67.9%-7.1pp |
| Annual return | -16.43% | -10.12%-6.3pp | 3.33%-19.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,771 | $4,471-60.4% | $6,166-71.3% | $2,596-31.8% |
| Participant deferral / active EE | $3,613 | $6,527-44.7% | $8,363-56.8% | $4,027-10.3% |
| Admin fee / account holder | $1,536 | $7,719-80.1% | $11,616-86.8% | $5,403-71.6% |