Filed August 6, 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 | $44,515 | $90,503-50.8% | $78,689-43.4% | $273,961-83.8% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 0.38% | 75.60%-75.2pp | 62.18%-61.8pp | 41.45%-41.1pp |
| Employer contribution / active EE | $3,838 | $3,176+20.9% | $2,851+34.6% | $4,869-21.2% |
| Participant deferral / active EE | $2,748 | $3,901-29.6% | $3,517-21.9% | $5,287-48.0% |
| Admin fee / account holder | $31,420 | $5,263+497.0% | $4,510+596.6% | $10,132+210.1% |