Filed March 25, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,224 | $68,346+64.2% | $94,646+18.6% | $75,163+49.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 15.56% | 616.93%-601.4pp | 156.71%-141.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $6,887 | $2,701+155.0% | $3,672+87.5% | $2,670+157.9% |
| Participant deferral / active EE | $9,245 | $6,537+41.4% | $7,418+24.6% | $4,125+124.1% |
| Admin fee / account holder | $15,644 | $5,326+193.7% | $7,231+116.3% | $5,651+176.8% |