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 | $45,347 | $81,460-44.3% | $103,333-56.1% | $80,856-43.9% |
| Participation rate | 74.4% | 66.8%+7.5pp | 74.5%-0.2pp | 67.6%+6.7pp |
| Annual return | 11.37% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $484 | $3,105-84.4% | $3,868-87.5% | $2,755-82.4% |
| Participant deferral / active EE | $3,619 | $3,869-6.4% | $5,057-28.4% | $4,296-15.7% |
| Admin fee / account holder | $5,167 | $6,566-21.3% | $8,355-38.1% | $6,918-25.3% |