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 | $187,119 | $152,509+22.7% | $117,472+59.3% | $134,475+39.1% |
| Participation rate | 54.5% | 77.1%-22.5pp | 70.6%-16.0pp | 81.2%-26.7pp |
| Annual return | -14.30% | 52.99%-67.3pp | 29.74%-44.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,486 | $4,818+34.6% | $4,070+59.3% | $6,400+1.3% |
| Admin fee / account holder | $837 | $7,004-88.1% | $5,645-85.2% | $11,426-92.7% |