Filed October 27, 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 | $135,467 | $123,793+9.4% | $177,821-23.8% | $79,858+69.6% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 8.43% | 22.82%-14.4pp | 48.32%-39.9pp | 31.71%-23.3pp |
| Employer contribution / active EE | $2,816 | $4,095-31.2% | $5,918-52.4% | $2,471+14.0% |
| Participant deferral / active EE | $5,028 | $5,956-15.6% | $7,714-34.8% | $3,740+34.4% |
| Admin fee / account holder | $12,004 | $7,243+65.7% | $12,427-3.4% | $5,306+126.2% |