Filed July 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,942 | $105,126-15.4% | $94,646-6.0% | $139,434-36.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.66% | 38.03%-27.4pp | 156.71%-146.1pp | 372.94%-362.3pp |
| Employer contribution / active EE | $4,297 | $4,106+4.7% | $3,672+17.0% | $4,751-9.6% |
| Participant deferral / active EE | $8,114 | $7,599+6.8% | $7,418+9.4% | $6,710+20.9% |
| Admin fee / account holder | $11,372 | $8,984+26.6% | $7,231+57.3% | $11,403-0.3% |