Filed January 4, 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 | $33,337 | $77,419-56.9% | $69,455-52.0% | $152,861-78.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 19.91% | 39.06%-19.1pp | 28.97%-9.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,043 | $3,315-38.4% | $2,779-26.5% | $4,762-57.1% |
| Participant deferral / active EE | $2,718 | $4,414-38.4% | $3,535-23.1% | $5,850-53.5% |
| Admin fee / account holder | $1,121 | $6,207-81.9% | $3,839-70.8% | $11,596-90.3% |