Filed July 8, 2010 (most recent of 4 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.
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 | $83,736 | $755,339-88.9% | $379,746-77.9% | $158,922-47.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 12.73% | 53.41%-40.7pp | 34.90%-22.2pp | 302.83%-290.1pp |
| Employer contribution / active EE | $3,467 | $4,685-26.0% | $3,540-2.0% | $4,761-27.2% |
| Participant deferral / active EE | $9,255 | $7,938+16.6% | $6,024+53.6% | $5,982+54.7% |
| Admin fee / account holder | $17,076 | $14,482+17.9% | $7,927+115.4% | $11,246+51.8% |