Filed February 5, 2010 (most recent of 2 filings on file)
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,146 | $110,257+38.0% | $96,544+57.6% | $139,434+9.1% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 20.26% | 26.32%-6.1pp | 25.84%-5.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $25,239 | $3,620+597.3% | $2,965+751.3% | $4,751+431.3% |
| Participant deferral / active EE | $172,991 | $5,548+3018.2% | $4,851+3466.2% | $6,710+2478.0% |
| Admin fee / account holder | $35,113 | $11,591+202.9% | $8,252+325.5% | $11,403+207.9% |