Filed February 10, 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 | $28,097 | $98,750-71.5% | $149,696-81.2% | $79,858-64.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 9.27% | 27.43%-18.2pp | 276.60%-267.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,258 | $3,216-60.9% | $4,644-72.9% | $2,471-49.1% |
| Participant deferral / active EE | $3,194 | $5,680-43.8% | $6,842-53.3% | $3,740-14.6% |
| Admin fee / account holder | $4,148 | $6,053-31.5% | $9,309-55.4% | $5,306-21.8% |