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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,310 | $125,758-58.4% | $169,993-69.2% | $75,163-30.4% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.0%-2.6pp | 67.2%+17.2pp |
| Annual return | 31.61% | 27.20%+4.4pp | 53.37%-21.8pp | 160.62%-129.0pp |
| Employer contribution / active EE | $1,309 | $4,615-71.6% | $6,785-80.7% | $2,670-51.0% |
| Participant deferral / active EE | $1,845 | $6,837-73.0% | $10,408-82.3% | $4,125-55.3% |
| Admin fee / account holder | $2,515 | $8,173-69.2% | $12,815-80.4% | $5,651-55.5% |