Filed December 6, 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.
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 | $87,238 | $67,606+29.0% | $82,313+6.0% | $70,131+24.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.33% | 21.57%-11.2pp | 25.88%-15.5pp | 73.14%-62.8pp |
| Employer contribution / active EE | $2,333 | $1,755+32.9% | $2,428-3.9% | $2,342-0.4% |
| Participant deferral / active EE | $2,442 | $2,987-18.2% | $3,706-34.1% | $3,332-26.7% |
| Admin fee / account holder | $1,311 | $4,512-70.9% | $5,608-76.6% | $4,645-71.8% |