Filed March 1, 2010 (most recent of 2 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,963 | $152,587-36.5% | $125,175-22.5% | $152,861-36.6% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 20.87% | 54.84%-34.0pp | 43.79%-22.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,649 | $4,946-46.4% | $3,865-31.5% | $4,762-44.4% |
| Participant deferral / active EE | $58,589 | $5,868+898.5% | $4,937+1086.8% | $5,850+901.5% |
| Admin fee / account holder | $13,817 | $13,434+2.9% | $9,702+42.4% | $11,596+19.2% |