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 | $39,075 | $57,281-31.8% | $86,612-54.9% | $75,163-48.0% |
| Participation rate | 57.1% | 63.2%-6.1pp | 71.7%-14.6pp | 67.2%-10.0pp |
| Annual return | 30.10% | 2670.75%-2640.7pp | 591.07%-561.0pp | 160.62%-130.5pp |
| Employer contribution / active EE | $2,104 | $2,314-9.1% | $3,022-30.4% | $2,670-21.2% |
| Participant deferral / active EE | $4,314 | $3,318+30.0% | $4,438-2.8% | $4,125+4.6% |
| Admin fee / account holder | $4,098 | $4,112-0.3% | $5,614-27.0% | $5,651-27.5% |