Filed May 12, 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 | $45,061 | $91,190-50.6% | $178,490-74.8% | $79,858-43.6% |
| Participation rate | 86.9% | 69.2%+17.7pp | 81.9%+5.0pp | 69.6%+17.3pp |
| Annual return | 0.35% | 24.19%-23.8pp | 151.07%-150.7pp | 31.71%-31.4pp |
| Employer contribution / active EE | $2,400 | $3,256-26.3% | $5,011-52.1% | $2,471-2.9% |
| Participant deferral / active EE | $3,129 | $3,236-3.3% | $5,202-39.9% | $3,740-16.3% |
| Admin fee / account holder | $5,018 | $6,751-25.7% | $13,984-64.1% | $5,306-5.4% |