Filed September 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,188 | $74,888+29.8% | $71,209+36.5% | $142,382-31.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 2.46% | 345.14%-342.7pp | 282.51%-280.1pp | 217.08%-214.6pp |
| Employer contribution / active EE | $86,286 | $2,854+2923.0% | $2,721+3071.2% | $4,299+1907.1% |
| Participant deferral / active EE | $63,283 | $4,454+1320.7% | $4,175+1415.7% | $6,507+872.5% |
| Admin fee / account holder | $186,086 | $5,568+3241.8% | $5,349+3379.0% | $12,624+1374.1% |