Filed July 29, 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.
Participant 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 | $88,921 | $110,094-19.2% | $151,611-41.3% | $68,494+29.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.19% | -10.12%-2.1pp | 3.33%-15.5pp | -7.84%-4.3pp |
| Employer contribution / active EE | $5,827 | $4,471+30.4% | $6,166-5.5% | $2,596+124.5% |
| Participant deferral / active EE | $3,022 | $6,527-53.7% | $8,363-63.9% | $4,027-25.0% |
| Admin fee / account holder | $7,297 | $7,719-5.5% | $11,616-37.2% | $5,403+35.1% |