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 | $33,632 | $77,419-56.6% | $69,455-51.6% | $152,861-78.0% |
| Participation rate | 93.3% | 78.1%+15.2pp | 74.6%+18.7pp | 82.4%+10.9pp |
| Annual return | 15.00% | 39.06%-24.1pp | 28.97%-14.0pp | 345.32%-330.3pp |
| Employer contribution / active EE | $6,200 | $3,315+87.0% | $2,779+123.1% | $4,762+30.2% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $894 | $6,207-85.6% | $3,839-76.7% | $11,596-92.3% |