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 | $70,308 | $148,978-52.8% | $200,582-64.9% | $84,808-17.1% |
| Participation rate | 84.4% | 84.2%+0.1pp | 86.9%-2.5pp | 68.3%+16.1pp |
| Annual return | 13.82% | 28.16%-14.3pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,420 | $4,815-70.5% | $6,419-77.9% | $2,631-46.0% |
| Participant deferral / active EE | $1,956 | $7,142-72.6% | $9,331-79.0% | $4,212-53.6% |
| Admin fee / account holder | $5,881 | $13,977-57.9% | $16,305-63.9% | $7,344-19.9% |