Filed November 2, 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 | $139,706 | $138,347+1.0% | $184,203-24.2% | $80,856+72.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.90% | 20.02%-10.1pp | 28.81%-18.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,884 | $4,850-19.9% | $6,427-39.6% | $2,755+41.0% |
| Participant deferral / active EE | $7,688 | $7,071+8.7% | $9,131-15.8% | $4,296+79.0% |
| Admin fee / account holder | $6,344 | $10,483-39.5% | $13,901-54.4% | $6,918-8.3% |