Filed December 17, 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.
Employer 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 | $104,559 | $81,900+27.7% | $119,609-12.6% | $68,494+52.7% |
| Participation rate | 71.8% | 71.9%-0.1pp | 79.3%-7.5pp | 67.9%+3.9pp |
| Annual return | -15.98% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,059 | $4,148+46.1% | $5,602+8.2% | $4,027+50.4% |
| Admin fee / account holder | $1,677 | $6,582-74.5% | $10,323-83.8% | $5,403-69.0% |