Filed March 26, 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.
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 | $28,165 | $65,365-56.9% | $92,893-69.7% | $72,985-61.4% |
| Participation rate | 73.2% | 68.3%+4.9pp | 76.0%-2.8pp | 69.5%+3.7pp |
| Annual return | 1.96% | 42.10%-40.1pp | 109.41%-107.5pp | 81.00%-79.0pp |
| Employer contribution / active EE | $3,138 | $2,594+21.0% | $3,653-14.1% | $2,440+28.6% |
| Participant deferral / active EE | $1,718 | $3,128-45.1% | $4,236-59.5% | $3,607-52.4% |
| Admin fee / account holder | $801 | $4,251-81.2% | $5,794-86.2% | $5,124-84.4% |