Filed March 15, 2010
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,547 | $57,354-24.1% | $83,848-48.1% | $64,186-32.2% |
| Participation rate | 85.2% | 68.6%+16.6pp | 76.1%+9.0pp | 69.6%+15.6pp |
| Annual return | -6.44% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $319 | $2,545-87.5% | $3,631-91.2% | $2,381-86.6% |
| Participant deferral / active EE | $2,185 | $2,993-27.0% | $4,082-46.5% | $3,470-37.0% |
| Admin fee / account holder | $1,332 | $4,046-67.1% | $5,478-75.7% | $4,888-72.7% |