Filed March 17, 2010
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 | $64,943 | $51,620+25.8% | $90,281-28.1% | $65,185-0.4% |
| Participation rate | 79.8% | 68.6%+11.2pp | 73.3%+6.5pp | 70.2%+9.6pp |
| Annual return | 5.94% | 24.94%-19.0pp | 78.10%-72.2pp | 29.38%-23.4pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,195 | $2,871+46.1% | $3,885+8.0% | $3,514+19.4% |
| Admin fee / account holder | $9,565 | $384+2389.1% | $5,351+78.8% | $847+1029.2% |