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 | $62,325 | $138,347-55.0% | $184,203-66.2% | $80,856-22.9% |
| Participation rate | 93.9% | 83.9%+10.1pp | 86.8%+7.1pp | 67.6%+26.3pp |
| Annual return | 24.81% | 20.02%+4.8pp | 28.81%-4.0pp | 35.59%-10.8pp |
| Employer contribution / active EE | $1,292 | $4,850-73.4% | $6,427-79.9% | $2,755-53.1% |
| Participant deferral / active EE | $1,846 | $7,071-73.9% | $9,131-79.8% | $4,296-57.0% |
| Admin fee / account holder | $1,246 | $10,483-88.1% | $13,901-91.0% | $6,918-82.0% |