Filed July 21, 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 8-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 | $94,526 | $54,762+72.6% | $90,281+4.7% | $72,985+29.5% |
| Participation rate | 83.7% | 65.1%+18.6pp | 73.3%+10.5pp | 69.5%+14.2pp |
| Annual return | 6.41% | 30.63%-24.2pp | 78.10%-71.7pp | 81.00%-74.6pp |
| Employer contribution / active EE | $3,668 | $2,092+75.3% | $2,854+28.5% | $2,440+50.3% |
| Participant deferral / active EE | $1,138 | $2,887-60.6% | $3,885-70.7% | $3,607-68.5% |
| Admin fee / account holder | $9,396 | $3,972+136.6% | $5,351+75.6% | $5,124+83.4% |