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 | $99,352 | $884,045-88.8% | $453,369-78.1% | $167,490-40.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 19.28% | 29.49%-10.2pp | 64.40%-45.1pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,927 | $5,538-65.2% | $4,070-52.7% | $4,837-60.2% |
| Participant deferral / active EE | $3,861 | $7,898-51.1% | $6,209-37.8% | $6,341-39.1% |
| Admin fee / account holder | $1,303 | $22,063-94.1% | $11,209-88.4% | $12,309-89.4% |