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.
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 | $20,233 | $183,963-89.0% | $162,163-87.5% | $152,861-86.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 21.50% | 150.76%-129.3pp | 115.59%-94.1pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,400 | $6,371-78.0% | $5,614-75.1% | $4,762-70.6% |
| Participant deferral / active EE | $3,187 | $8,034-60.3% | $7,298-56.3% | $5,850-45.5% |
| Admin fee / account holder | $21,283 | $13,121+62.2% | $10,843+96.3% | $11,596+83.5% |