Filed June 22, 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 | $113,937 | $100,041+13.9% | $149,718-23.9% | $70,131+62.5% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.4pp | 69.5%+28.0pp |
| Annual return | 10.29% | 27.43%-17.1pp | 1501.63%-1491.3pp | 73.14%-62.9pp |
| Employer contribution / active EE | $2,302 | $3,662-37.1% | $5,445-57.7% | $2,342-1.7% |
| Participant deferral / active EE | $5,141 | $4,983+3.2% | $6,569-21.7% | $3,332+54.3% |
| Admin fee / account holder | $17,139 | $8,286+106.8% | $11,283+51.9% | $4,645+269.0% |