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 | $97,148 | $78,422+23.9% | $95,952+1.2% | $79,858+21.7% |
| Participation rate | 75.7% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.0pp |
| Annual return | 0.39% | 19.37%-19.0pp | 91.61%-91.2pp | 31.71%-31.3pp |
| Employer contribution / active EE | $3,378 | $1,945+73.7% | $2,541+33.0% | $2,471+36.7% |
| Participant deferral / active EE | $3,488 | $3,440+1.4% | $4,167-16.3% | $3,740-6.7% |
| Admin fee / account holder | $1,496 | $5,622-73.4% | $6,795-78.0% | $5,306-71.8% |