Filed October 1, 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 | $85,636 | $94,529-9.4% | $140,016-38.8% | $64,186+33.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.66% | 7.77%-15.4pp | 651.12%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,729 | $3,812-54.6% | $5,606-69.2% | $2,381-27.4% |
| Participant deferral / active EE | $4,226 | $5,250-19.5% | $6,927-39.0% | $3,470+21.8% |
| Admin fee / account holder | $2,660 | $6,741-60.5% | $10,705-75.1% | $4,888-45.6% |