Filed June 18, 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 | $83,761 | $74,888+11.8% | $71,209+17.6% | $142,382-41.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.51% | 345.14%-333.6pp | 282.51%-271.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $11,151 | $2,854+290.7% | $2,721+309.8% | $4,299+159.4% |
| Participant deferral / active EE | $7,228 | $4,454+62.3% | $4,175+73.1% | $6,507+11.1% |
| Admin fee / account holder | $133,415 | $5,568+2296.0% | $5,349+2394.3% | $12,624+956.9% |