Filed January 11, 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 | $113,202 | $138,385-18.2% | $184,200-38.5% | $80,874+40.0% |
| Participation rate | 72.7% | 83.9%-11.1pp | 86.8%-14.1pp | 67.6%+5.1pp |
| Annual return | 9.64% | 20.02%-10.4pp | 28.80%-19.2pp | 35.62%-26.0pp |
| Employer contribution / active EE | $2,227 | $4,849-54.1% | $6,424-65.3% | $2,756-19.2% |
| Participant deferral / active EE | $3,769 | $7,073-46.7% | $9,132-58.7% | $4,297-12.3% |
| Admin fee / account holder | $9,571 | $10,483-8.7% | $13,907-31.2% | $6,935+38.0% |