Filed June 22, 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 | $110,964 | $72,071+54.0% | $68,368+62.3% | $137,256-19.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 8.44% | 353.14%-344.7pp | 292.57%-284.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,200 | $2,788-21.1% | $2,649-17.0% | $4,156-47.1% |
| Participant deferral / active EE | $7,036 | $4,410+59.6% | $4,123+70.7% | $6,407+9.8% |
| Admin fee / account holder | $25,952 | $5,336+386.4% | $5,150+403.9% | $12,270+111.5% |