Filed April 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,722 | $86,929-38.2% | $102,423-47.5% | $80,856-33.6% |
| Participation rate | 62.0% | 72.4%-10.4pp | 76.5%-14.5pp | 67.6%-5.7pp |
| Annual return | 9.14% | 18.88%-9.7pp | 29.32%-20.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $285 | $2,369-88.0% | $3,023-90.6% | $2,755-89.7% |
| Participant deferral / active EE | $2,438 | $4,118-40.8% | $5,053-51.8% | $4,296-43.3% |
| Admin fee / account holder | $3,446 | $8,049-57.2% | $9,451-63.5% | $6,918-50.2% |