Filed July 1, 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 | $112,672 | $51,638+118.2% | $68,368+64.8% | $82,448+36.7% |
| Participation rate | 72.5% | 63.6%+8.9pp | 73.8%-1.2pp | 68.1%+4.5pp |
| Annual return | 13.05% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,097 | $2,047-46.4% | $2,649-58.6% | $2,551-57.0% |
| Participant deferral / active EE | $4,689 | $2,914+60.9% | $4,123+13.7% | $4,139+13.3% |
| Admin fee / account holder | $16,278 | $4,643+250.6% | $5,150+216.1% | $7,234+125.0% |