Filed October 6, 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 | $56,197 | $84,233-33.3% | $170,442-67.0% | $70,131-19.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.22% | 23.06%-15.8pp | 205.93%-198.7pp | 73.14%-65.9pp |
| Employer contribution / active EE | $1,313 | $3,387-61.2% | $5,433-75.8% | $2,342-43.9% |
| Participant deferral / active EE | $1,946 | $3,086-36.9% | $4,939-60.6% | $3,332-41.6% |
| Admin fee / account holder | $7,153 | $5,698+25.5% | $13,880-48.5% | $4,645+54.0% |