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 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 | $101,509 | $71,883+41.2% | $86,677+17.1% | $68,494+48.2% |
| Participation rate | 72.1% | 72.2%-0.2pp | 76.6%-4.5pp | 67.9%+4.2pp |
| Annual return | -21.23% | 3.52%-24.8pp | 35.91%-57.1pp | -7.84%-13.4pp |
| Employer contribution / active EE | $153 | $2,173-92.9% | $2,836-94.6% | $2,596-94.1% |
| Participant deferral / active EE | $3,525 | $3,779-6.7% | $4,656-24.3% | $4,027-12.5% |
| Admin fee / account holder | $8,278 | $6,112+35.4% | $7,493+10.5% | $5,403+53.2% |