Filed December 23, 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 | $132,323 | $105,181+25.8% | $159,436-17.0% | $85,850+54.1% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.8%+12.2pp | 69.3%+25.7pp |
| Annual return | 12.21% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,881 | $3,318-43.3% | $4,829-61.1% | $2,565-26.7% |
| Participant deferral / active EE | $6,352 | $5,945+6.9% | $7,352-13.6% | $3,952+60.7% |
| Admin fee / account holder | $15,644 | $6,933+125.6% | $10,799+44.9% | $6,260+149.9% |