Filed February 10, 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.
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 | $198,803 | $85,202+133.3% | $172,739+15.1% | $72,985+172.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 11.62% | 27.32%-15.7pp | 802.84%-791.2pp | 81.00%-69.4pp |
| Employer contribution / active EE | $8,218 | $3,324+147.2% | $5,143+59.8% | $2,440+236.8% |
| Participant deferral / active EE | $6,168 | $3,260+89.2% | $5,198+18.7% | $3,607+71.0% |
| Admin fee / account holder | $4,144 | $5,884-29.6% | $13,954-70.3% | $5,124-19.1% |