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.
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.)
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 | $129,305 | $167,307-22.7% | $143,757-10.1% | $134,475-3.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.78% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $396 | $5,619-93.0% | $4,951-92.0% | $4,740-91.7% |
| Participant deferral / active EE | $2,331 | $6,446-63.8% | $5,637-58.7% | $6,400-63.6% |
| Admin fee / account holder | $1,737 | $18,088-90.4% | $14,673-88.2% | $11,426-84.8% |