Filed June 22, 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.
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 | $83,661 | $150,187-44.3% | $120,354-30.5% | $145,922-42.7% |
| Participation rate | 94.1% | 78.8%+15.4pp | 71.9%+22.2pp | 80.3%+13.8pp |
| Annual return | 3.21% | 154.07%-150.9pp | 107.15%-103.9pp | 561.29%-558.1pp |
| Employer contribution / active EE | $4,209 | $4,348-3.2% | $3,463+21.5% | $4,660-9.7% |
| Participant deferral / active EE | $6,769 | $6,173+9.7% | $4,991+35.6% | $6,688+1.2% |
| Admin fee / account holder | $26,618 | $12,207+118.1% | $9,423+182.5% | $13,397+98.7% |