Filed August 16, 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,533 | $176,056-20.2% | $159,436-11.9% | $167,490-16.1% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 9.95% | 331.75%-321.8pp | 263.57%-253.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $8,048 | $5,297+51.9% | $4,829+66.6% | $4,837+66.4% |
| Participant deferral / active EE | $7,350 | $7,750-5.2% | $7,3520% | $6,341+15.9% |
| Admin fee / account holder | $43,655 | $12,554+247.7% | $10,799+304.3% | $12,309+254.7% |