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 | $42,519 | $73,933-42.5% | $96,683-56.0% | $75,163-43.4% |
| Participation rate | 89.1% | 66.4%+22.6pp | 74.3%+14.7pp | 67.2%+21.9pp |
| Annual return | 14.54% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $336 | $2,928-88.5% | $3,737-91.0% | $2,670-87.4% |
| Participant deferral / active EE | $4,367 | $3,659+19.4% | $4,878-10.5% | $4,125+5.9% |
| Admin fee / account holder | $10,311 | $5,216+97.7% | $6,730+53.2% | $5,651+82.5% |