Filed March 1, 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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,548 | $81,900-74.9% | $119,609-82.8% | $68,494-70.0% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.4pp | 67.9%+24.7pp |
| Annual return | -16.24% | -23.82%+7.6pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,165 | $2,693-56.7% | $4,232-72.5% | $2,596-55.1% |
| Participant deferral / active EE | $3,575 | $4,148-13.8% | $5,602-36.2% | $4,027-11.2% |
| Admin fee / account holder | $785 | $6,582-88.1% | $10,323-92.4% | $5,403-85.5% |