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 | $154,793 | $77,503+99.7% | $100,391+54.2% | $80,856+91.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 10.23% | 37.20%-27.0pp | 49.20%-39.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $7,515 | $2,801+168.3% | $3,942+90.6% | $2,755+172.8% |
| Participant deferral / active EE | $10,971 | $6,820+60.9% | $8,082+35.7% | $4,296+155.4% |
| Admin fee / account holder | $15,043 | $5,897+155.1% | $7,899+90.4% | $6,918+117.5% |