Filed June 29, 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 | $88,246 | $91,190-3.2% | $178,490-50.6% | $79,858+10.5% |
| Participation rate | 94.2% | 69.2%+25.0pp | 81.9%+12.3pp | 69.6%+24.6pp |
| Annual return | 6.48% | 24.19%-17.7pp | 151.07%-144.6pp | 31.71%-25.2pp |
| Employer contribution / active EE | $6,495 | $3,256+99.5% | $5,011+29.6% | $2,471+162.9% |
| Participant deferral / active EE | $1,545 | $3,236-52.3% | $5,202-70.3% | $3,740-58.7% |
| Admin fee / account holder | $947 | $6,751-86.0% | $13,984-93.2% | $5,306-82.2% |