Filed December 6, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,102 | $71,883+30.9% | $86,677+8.6% | $68,494+37.4% |
| Participation rate | 77.5% | 72.2%+5.3pp | 76.6%+0.9pp | 67.9%+9.6pp |
| Annual return | -11.54% | 3.52%-15.1pp | 35.91%-47.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,500 | $2,173+61.1% | $2,836+23.4% | $2,596+34.8% |
| Participant deferral / active EE | $2,757 | $3,779-27.0% | $4,656-40.8% | $4,027-31.5% |
| Admin fee / account holder | $2,342 | $6,112-61.7% | $7,493-68.7% | $5,403-56.6% |