Filed February 10, 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,529 | $100,852+123.6% | $90,404+149.5% | $158,922+41.9% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.7%+13.7pp | 82.0%+4.4pp |
| Annual return | 9.64% | 1724.20%-1714.6pp | 1293.02%-1283.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,714 | $4,348+54.4% | $3,963+69.4% | $5,982+12.2% |
| Admin fee / account holder | $1,154 | $6,501-82.2% | $5,611-79.4% | $11,246-89.7% |