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.)
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 | $64,082 | $111,754-42.7% | $103,333-38.0% | $145,922-56.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.49% | 24.77%-1.3pp | 24.88%-1.4pp | 561.29%-537.8pp |
| Employer contribution / active EE | $4,903 | $4,212+16.4% | $3,868+26.8% | $4,660+5.2% |
| Participant deferral / active EE | $3,406 | $5,619-39.4% | $5,057-32.7% | $6,688-49.1% |
| Admin fee / account holder | $5,140 | $9,750-47.3% | $8,355-38.5% | $13,397-61.6% |