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 | $74,888+48.2% | $71,209+55.8% | $142,382-22.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 8.44% | 345.14%-336.7pp | 282.51%-274.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,200 | $2,854-22.9% | $2,721-19.2% | $4,299-48.8% |
| Participant deferral / active EE | $7,036 | $4,454+58.0% | $4,175+68.5% | $6,507+8.1% |
| Admin fee / account holder | $25,952 | $5,568+366.1% | $5,349+385.2% | $12,624+105.6% |