Filed July 14, 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.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,474 | $92,798-60.7% | $96,707-62.3% | $137,256-73.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 17.13% | 31.24%-14.1pp | 34.78%-17.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $613 | $4,147-85.2% | $4,191-85.4% | $4,156-85.3% |
| Participant deferral / active EE | $3,547 | $5,877-39.6% | $5,997-40.9% | $6,407-44.6% |
| Admin fee / account holder | $1,562 | $7,946-80.3% | $7,503-79.2% | $12,270-87.3% |