Filed March 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,554 | $138,347-22.3% | $184,203-41.6% | $80,856+33.0% |
| Participation rate | 81.6% | 83.9%-2.3pp | 86.8%-5.2pp | 67.6%+13.9pp |
| Annual return | 13.97% | 20.02%-6.1pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,567 | $4,850-26.5% | $6,427-44.5% | $2,755+29.5% |
| Participant deferral / active EE | $2,123 | $7,071-70.0% | $9,131-76.8% | $4,296-50.6% |
| Admin fee / account holder | $893 | $10,483-91.5% | $13,901-93.6% | $6,918-87.1% |