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.
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 | $94,049 | $94,529-0.5% | $140,016-32.8% | $64,186+46.5% |
| Participation rate | 96.8% | 84.1%+12.7pp | 87.5%+9.3pp | 69.6%+27.2pp |
| Annual return | 2.00% | 7.77%-5.8pp | 651.12%-649.1pp | 7.63%-5.6pp |
| Employer contribution / active EE | $1,702 | $3,812-55.4% | $5,606-69.6% | $2,381-28.5% |
| Participant deferral / active EE | $2,260 | $5,250-57.0% | $6,927-67.4% | $3,470-34.9% |
| Admin fee / account holder | $1,483 | $6,741-78.0% | $10,705-86.1% | $4,888-69.7% |