Filed July 24, 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 | $238,956 | $817,678-70.8% | $392,568-39.1% | $152,861+56.3% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.1%+16.4pp | 82.4%+12.0pp |
| Annual return | 3.48% | 22.84%-19.4pp | 24.42%-20.9pp | 345.32%-341.8pp |
| Employer contribution / active EE | $14,351 | $5,502+160.8% | $3,783+279.3% | $4,762+201.3% |
| Participant deferral / active EE | $6,125 | $8,398-27.1% | $5,985+2.3% | $5,850+4.7% |
| Admin fee / account holder | $4,320 | $12,095-64.3% | $6,260-31.0% | $11,596-62.7% |