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.)
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 | $564,243 | $138,065+308.7% | $123,544+356.7% | $135,375+316.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.83% | 153.68%-144.9pp | 119.20%-110.4pp | 519.73%-510.9pp |
| Employer contribution / active EE | $18,783 | $5,151+264.6% | $4,628+305.9% | $4,779+293.0% |
| Participant deferral / active EE | $9,936 | $6,799+46.1% | $6,426+54.6% | $5,609+77.1% |
| Admin fee / account holder | $8,125 | $10,916-25.6% | $9,284-12.5% | $10,827-25.0% |