Filed March 24, 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.
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 | $57,761 | $123,793-53.3% | $177,821-67.5% | $79,858-27.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.02% | 22.82%-11.8pp | 48.32%-37.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $4,654 | $4,095+13.6% | $5,918-21.4% | $2,471+88.4% |
| Participant deferral / active EE | $2,573 | $5,956-56.8% | $7,714-66.6% | $3,740-31.2% |
| Admin fee / account holder | $4,925 | $7,243-32.0% | $12,427-60.4% | $5,306-7.2% |