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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,585 | $110,094-64.0% | $151,611-73.9% | $68,494-42.2% |
| Participation rate | 81.1% | 84.0%-2.9pp | 87.5%-6.4pp | 67.9%+13.2pp |
| Annual return | -31.27% | -10.12%-21.2pp | 3.33%-34.6pp | -7.84%-23.4pp |
| Employer contribution / active EE | $1,092 | $4,471-75.6% | $6,166-82.3% | $2,596-57.9% |
| Participant deferral / active EE | $1,627 | $6,527-75.1% | $8,363-80.6% | $4,027-59.6% |
| Admin fee / account holder | $672 | $7,719-91.3% | $11,616-94.2% | $5,403-87.6% |