Filed July 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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,748 | $51,708-69.5% | $106,619-85.2% | $62,891-75.0% |
| Participation rate | 95.0% | 66.9%+28.1pp | 78.0%+17.0pp | 69.3%+25.7pp |
| Annual return | 6.98% | 4.69%+2.3pp | 9.42%-2.4pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,228 | $2,315-47.0% | $3,930-68.7% | $3,203-61.6% |
| Admin fee / account holder | $771 | $3,349-77.0% | $6,418-88.0% | $4,296-82.0% |