Filed April 21, 2011
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,732 | $99,020+4.8% | $86,590+19.8% | $147,584-29.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.45% | 1312.34%-1290.9pp | 964.84%-943.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $6,667 | $3,132+112.9% | $2,839+134.8% | $4,876+36.7% |
| Participant deferral / active EE | $6,733 | $3,972+69.5% | $3,609+86.6% | $5,439+23.8% |
| Admin fee / account holder | $412 | $5,710-92.8% | $4,906-91.6% | $10,885-96.2% |