Filed March 17, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,241 | $66,124+19.8% | $90,404-12.3% | $73,488+7.8% |
| Participation rate | 81.4% | 69.7%+11.7pp | 72.7%+8.7pp | 70.7%+10.7pp |
| Annual return | 19.29% | 17.65%+1.6pp | 1293.02%-1273.7pp | 28.51%-9.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,150 | $3,039-29.2% | $3,963-45.7% | $3,740-42.5% |
| Admin fee / account holder | $8,163 | $396+1960.3% | $5,611+45.5% | $513+1491.1% |