Filed July 8, 2010 (most recent of 2 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,047 | $106,584+28.6% | $101,326+35.3% | $142,382-3.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 9.40% | 36.93%-27.5pp | 36.82%-27.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $650 | $3,956-83.6% | $3,665-82.3% | $4,299-84.9% |
| Participant deferral / active EE | $8,365 | $8,297+0.8% | $7,994+4.6% | $6,507+28.5% |
| Admin fee / account holder | $57,782 | $11,446+404.8% | $11,185+416.6% | $12,624+357.7% |