Filed June 9, 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.)
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 | $435,637 | $135,952+220.4% | $123,892+251.6% | $273,961+59.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.28% | 56.63%-57.9pp | 47.52%-48.8pp | 41.45%-42.7pp |
| Employer contribution / active EE | $18,455 | $5,170+257.0% | $4,617+299.7% | $4,869+279.0% |
| Participant deferral / active EE | $7,673 | $6,343+21.0% | $5,984+28.2% | $5,287+45.1% |
| Admin fee / account holder | $22,750 | $9,817+131.7% | $8,357+172.2% | $10,132+124.5% |