Filed April 12, 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 9-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 | $23,833 | $102,966-76.9% | $90,281-73.6% | $152,861-84.4% |
| Participation rate | 39.1% | 75.9%-36.7pp | 73.3%-34.1pp | 82.4%-43.3pp |
| Annual return | 20.19% | 95.16%-75.0pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $854 | $3,139-72.8% | $2,854-70.1% | $4,762-82.1% |
| Participant deferral / active EE | $2,195 | $4,281-48.7% | $3,885-43.5% | $5,850-62.5% |
| Admin fee / account holder | $10,261 | $6,171+66.3% | $5,351+91.8% | $11,596-11.5% |