Filed July 4, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,318 | $153,772+17.9% | $133,980+35.3% | $273,961-33.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.23% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.2pp |
| Employer contribution / active EE | $7,071 | $6,029+17.3% | $5,211+35.7% | $4,869+45.2% |
| Participant deferral / active EE | $1,969 | $6,958-71.7% | $6,282-68.7% | $5,287-62.8% |
| Admin fee / account holder | $8,868 | $11,765-24.6% | $9,324-4.9% | $10,132-12.5% |