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 | $614,743 | $165,335+271.8% | $149,696+310.7% | $158,922+286.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.23% | 348.15%-346.9pp | 276.60%-275.4pp | 302.83%-301.6pp |
| Employer contribution / active EE | $20,029 | $5,103+292.5% | $4,644+331.3% | $4,761+320.7% |
| Participant deferral / active EE | $9,048 | $7,181+26.0% | $6,842+32.3% | $5,982+51.3% |
| Admin fee / account holder | $27,468 | $10,807+154.2% | $9,309+195.1% | $11,246+144.3% |