Filed November 19, 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.
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 | $32,611 | $73,515-55.6% | $62,995-48.2% | $147,584-77.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.8%+16.1pp | 82.8%+8.1pp |
| Annual return | 12.42% | 175.43%-163.0pp | 87.57%-75.1pp | 578.55%-566.1pp |
| Employer contribution / active EE | $7,207 | $3,320+117.0% | $2,759+161.2% | $4,876+47.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,364 | $5,953-60.3% | $3,600-34.3% | $10,885-78.3% |