Filed February 5, 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 9-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 | $85,900 | $56,199+52.9% | $67,652+27.0% | $59,632+44.1% |
| Participation rate | 89.4% | 71.5%+17.9pp | 75.7%+13.7pp | 68.7%+20.7pp |
| Annual return | -5.05% | 18505.31%-18510.4pp | 6625.04%-6630.1pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $1,409 | $1,614-12.7% | $2,266-37.8% | $2,203-36.0% |
| Participant deferral / active EE | $3,416 | $2,844+20.1% | $3,560-4.0% | $3,192+7.0% |
| Admin fee / account holder | $5,098 | $3,958+28.8% | $4,821+5.8% | $4,297+18.7% |