Filed March 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.
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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,139 | $78,672-35.0% | $109,143-53.1% | $85,850-40.4% |
| Participation rate | 78.7% | 68.3%+10.4pp | 75.9%+2.8pp | 69.3%+9.4pp |
| Annual return | 11.05% | 25.09%-14.0pp | 25.75%-14.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $430 | $2,735-84.3% | $3,722-88.5% | $2,565-83.2% |
| Participant deferral / active EE | $3,190 | $3,467-8.0% | $4,653-31.4% | $3,952-19.3% |
| Admin fee / account holder | $5,472 | $5,4690% | $6,752-19.0% | $6,260-12.6% |