Filed July 15, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,002,060 | $210,343+376.4% | $153,432+553.1% | $145,959+586.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.59% | 13.38%-11.8pp | 15.66%-14.1pp | 561.95%-560.4pp |
| Employer contribution / active EE | $24,144 | $6,047+299.3% | $5,038+379.2% | $4,661+418.0% |
| Participant deferral / active EE | $22,667 | $7,977+184.2% | $6,757+235.4% | $6,689+238.9% |
| Admin fee / account holder | $396,214 | $19,424+1939.9% | $12,725+3013.8% | $13,398+2857.3% |