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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,163 | $167,484-76.0% | $151,611-73.5% | $134,475-70.1% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.5%-5.1pp | 81.2%+1.1pp |
| Annual return | -17.76% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,165 | $6,829-82.9% | $6,166-81.1% | $4,740-75.4% |
| Participant deferral / active EE | $3,090 | $8,986-65.6% | $8,363-63.0% | $6,400-51.7% |
| Admin fee / account holder | $528 | $13,783-96.2% | $11,616-95.5% | $11,426-95.4% |