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 | $102,686 | $154,365-33.5% | $130,231-21.2% | $139,434-26.4% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.3%+3.7pp | 80.3%-0.3pp |
| Annual return | 17.72% | 30.34%-12.6pp | 38.77%-21.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,866 | $5,170-63.9% | $4,126-54.8% | $4,751-60.7% |
| Participant deferral / active EE | $8,333 | $8,498-1.9% | $6,799+22.6% | $6,710+24.2% |
| Admin fee / account holder | $607 | $9,214-93.4% | $6,020-89.9% | $11,403-94.7% |