Filed June 25, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,222 | $67,894+15.2% | $89,340-12.4% | $82,448-5.1% |
| Participation rate | 79.4% | 64.0%+15.4pp | 69.6%+9.8pp | 68.1%+11.3pp |
| Annual return | 9.31% | 19.21%-9.9pp | 20.57%-11.3pp | 41.64%-32.3pp |
| Employer contribution / active EE | $541 | $1,828-70.4% | $2,231-75.8% | $2,551-78.8% |
| Participant deferral / active EE | $2,544 | $3,072-17.2% | $3,823-33.5% | $4,139-38.5% |
| Admin fee / account holder | $23,323 | $5,723+307.5% | $6,704+247.9% | $7,234+222.4% |