Filed June 22, 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 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 | $109,973 | $202,318-45.6% | $172,739-36.3% | $152,861-28.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 16.29% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,481 | $5,856-74.7% | $5,143-71.2% | $4,762-68.9% |
| Participant deferral / active EE | $4,569 | $5,948-23.2% | $5,198-12.1% | $5,850-21.9% |
| Admin fee / account holder | $17,161 | $17,109+0.3% | $13,954+23.0% | $11,596+48.0% |