Filed July 24, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,044 | $109,359-66.1% | $162,163-77.2% | $72,985-49.2% |
| Participation rate | 79.5% | 84.3%-4.8pp | 87.6%-8.1pp | 69.5%+10.0pp |
| Annual return | 23.37% | 25.46%-2.1pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $898 | $5,481-83.6% | $7,298-87.7% | $3,607-75.1% |
| Admin fee / account holder | $587 | $7,972-92.6% | $10,843-94.6% | $5,124-88.5% |