Filed March 27, 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 | $82,173 | $66,098+24.3% | $101,794-19.3% | $74,304+10.6% |
| Participation rate | 45.5% | 53.8%-8.3pp | 69.2%-23.7pp | 60.3%-14.9pp |
| Annual return | 13.66% | 19.59%-5.9pp | 30.53%-16.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $439 | $1,082-59.4% | $2,289-80.8% | $2,241-80.4% |
| Participant deferral / active EE | $1,880 | $2,781-32.4% | $4,084-54.0% | $3,767-50.1% |
| Admin fee / account holder | $8,279 | $4,146+99.7% | $8,777-5.7% | $2,969+178.9% |