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 | $88,919 | $80,968+9.8% | $96,544-7.9% | $75,163+18.3% |
| Participation rate | 82.2% | 71.8%+10.5pp | 76.0%+6.3pp | 67.2%+15.0pp |
| Annual return | 6.99% | 27.06%-20.1pp | 25.84%-18.9pp | 160.62%-153.6pp |
| Employer contribution / active EE | $4,556 | $2,282+99.6% | $2,965+53.6% | $2,670+70.6% |
| Participant deferral / active EE | $3,584 | $3,928-8.8% | $4,851-26.1% | $4,125-13.1% |
| Admin fee / account holder | $11,606 | $6,724+72.6% | $8,252+40.6% | $5,651+105.4% |