Filed September 13, 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.
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 | $45,164 | $109,359-58.7% | $162,163-72.1% | $72,985-38.1% |
| Participation rate | 98.0% | 84.3%+13.8pp | 87.6%+10.5pp | 69.5%+28.6pp |
| Annual return | 20.14% | 25.46%-5.3pp | 115.59%-95.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,164 | $3,907-70.2% | $5,614-79.3% | $2,440-52.3% |
| Participant deferral / active EE | $3,275 | $5,481-40.2% | $7,298-55.1% | $3,607-9.2% |
| Admin fee / account holder | $5,448 | $7,972-31.7% | $10,843-49.8% | $5,124+6.3% |