Filed March 1, 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 | $85,032 | $72,404+17.4% | $110,238-22.9% | $64,186+32.5% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -7.74% | -6.29%-1.5pp | 314.74%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,805 | $2,282-20.9% | $3,826-52.8% | $2,381-24.2% |
| Participant deferral / active EE | $4,564 | $3,469+31.6% | $4,672-2.3% | $3,470+31.6% |
| Admin fee / account holder | $5,916 | $5,664+4.4% | $8,547-30.8% | $4,888+21.0% |