Filed December 27, 2010 (most recent of 2 filings on file)
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.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,896 | $94,529-74.7% | $140,016-82.9% | $64,186-62.8% |
| Participation rate | 92.3% | 84.1%+8.2pp | 87.5%+4.8pp | 69.6%+22.7pp |
| Annual return | -3.25% | 7.77%-11.0pp | 651.12%-654.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,106 | $3,812-71.0% | $5,606-80.3% | $2,381-53.6% |
| Participant deferral / active EE | $2,284 | $5,250-56.5% | $6,927-67.0% | $3,470-34.2% |
| Admin fee / account holder | $10,897 | $6,741+61.7% | $10,705+1.8% | $4,888+122.9% |