Filed December 23, 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 | $76,578 | $56,053+36.6% | $75,972+0.8% | $80,856-5.3% |
| Participation rate | 86.7% | 62.0%+24.6pp | 69.1%+17.6pp | 67.6%+19.0pp |
| Annual return | 10.10% | 20.53%-10.4pp | 359.55%-349.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,695 | $1,874-9.6% | $2,685-36.9% | $2,755-38.5% |
| Participant deferral / active EE | $5,669 | $3,052+85.8% | $4,255+33.2% | $4,296+32.0% |
| Admin fee / account holder | $20,179 | $5,234+285.6% | $6,467+212.0% | $6,918+191.7% |