Filed November 24, 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 | $72,306 | $73,933-2.2% | $96,683-25.2% | $75,163-3.8% |
| Participation rate | 79.7% | 66.4%+13.3pp | 74.3%+5.4pp | 67.2%+12.5pp |
| Annual return | 13.10% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $7,822 | $2,928+167.2% | $3,737+109.3% | $2,670+193.0% |
| Participant deferral / active EE | $2,382 | $3,659-34.9% | $4,878-51.2% | $4,125-42.3% |
| Admin fee / account holder | $6,220 | $5,216+19.3% | $6,730-7.6% | $5,651+10.1% |