Filed July 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,319 | $100,041-63.7% | $149,718-75.7% | $70,131-48.2% |
| Participation rate | 87.9% | 83.6%+4.3pp | 87.1%+0.8pp | 69.5%+18.3pp |
| Annual return | 12.47% | 27.43%-15.0pp | 1501.63%-1489.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,539 | $3,662-58.0% | $5,445-71.7% | $2,342-34.3% |
| Participant deferral / active EE | $2,107 | $4,983-57.7% | $6,569-67.9% | $3,332-36.8% |
| Admin fee / account holder | $1,090 | $8,286-86.8% | $11,283-90.3% | $4,645-76.5% |