Filed December 28, 2010 (most recent of 3 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 | $183,898 | $87,013+111.3% | $106,213+73.1% | $80,856+127.4% |
| Participation rate | 91.2% | 70.4%+20.8pp | 75.3%+15.9pp | 67.6%+23.6pp |
| Annual return | 10.02% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $9,074 | $2,395+278.8% | $3,171+186.1% | $2,755+229.4% |
| Participant deferral / active EE | $9,872 | $3,986+147.7% | $5,016+96.8% | $4,296+129.8% |
| Admin fee / account holder | $3,550 | $8,431-57.9% | $11,033-67.8% | $6,918-48.7% |