Filed November 2, 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 | $81,049 | $87,841-7.7% | $133,980-39.5% | $62,891+28.9% |
| Participation rate | 93.1% | 83.4%+9.7pp | 87.1%+6.0pp | 69.3%+23.8pp |
| Annual return | 5.37% | 12.05%-6.7pp | 29.30%-23.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,577 | $3,483-54.7% | $5,211-69.7% | $2,281-30.9% |
| Participant deferral / active EE | $2,355 | $4,812-51.1% | $6,282-62.5% | $3,203-26.5% |
| Admin fee / account holder | $1,277 | $5,371-76.2% | $9,324-86.3% | $4,296-70.3% |