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 | $113,801 | $123,793-8.1% | $177,821-36.0% | $79,858+42.5% |
| Participation rate | 96.9% | 84.7%+12.2pp | 87.7%+9.2pp | 69.6%+27.2pp |
| Annual return | 11.51% | 22.82%-11.3pp | 48.32%-36.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,853 | $4,095-54.8% | $5,918-68.7% | $2,471-25.0% |
| Participant deferral / active EE | $2,453 | $5,956-58.8% | $7,714-68.2% | $3,740-34.4% |
| Admin fee / account holder | $6,729 | $7,243-7.1% | $12,427-45.9% | $5,306+26.8% |