Filed July 31, 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 | $213,639 | $185,200+15.4% | $142,863+49.5% | $167,490+27.6% |
| Participation rate | 60.0% | 78.4%-18.4pp | 71.9%-11.9pp | 82.1%-22.1pp |
| Annual return | 13.85% | 8555.70%-8541.8pp | 5637.54%-5623.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,417 | $4,494+87.3% | $3,837+119.3% | $6,341+32.7% |
| Admin fee / account holder | $15,505 | $8,031+93.1% | $6,560+136.3% | $12,309+26.0% |