Filed March 1, 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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,605 | $82,978-71.6% | $129,995-81.8% | $71,457-67.0% |
| Participation rate | 95.0% | 74.1%+20.9pp | 78.5%+16.5pp | 67.9%+27.1pp |
| Annual return | 14.37% | 20.60%-6.2pp | -137.18%+151.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,141 | $2,622-56.5% | $4,320-73.6% | $2,588-55.9% |
| Participant deferral / active EE | $3,533 | $4,432-20.3% | $5,820-39.3% | $4,289-17.6% |
| Admin fee / account holder | $2,206 | $1,729+27.6% | $10,614-79.2% | $1,587+39.0% |