Filed April 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 | $77,915 | $56,897+36.9% | $84,750-8.1% | $62,891+23.9% |
| Participation rate | 69.8% | 68.5%+1.2pp | 76.6%-6.8pp | 69.3%+0.5pp |
| Annual return | 7.35% | 6.30%+1.0pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,082 | $2,400-54.9% | $3,574-69.7% | $2,281-52.6% |
| Participant deferral / active EE | $4,153 | $2,709+53.3% | $3,712+11.9% | $3,203+29.7% |
| Admin fee / account holder | $12,046 | $3,581+236.4% | $5,332+125.9% | $4,296+180.4% |