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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,288 | $137,414-61.2% | $189,513-71.9% | $85,850-37.9% |
| Participation rate | 95.3% | 84.6%+10.7pp | 87.8%+7.5pp | 69.3%+26.0pp |
| Annual return | 8.40% | 38.14%-29.7pp | 555.15%-546.7pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,319 | $4,344-69.6% | $6,162-78.6% | $2,565-48.6% |
| Participant deferral / active EE | $3,564 | $6,260-43.1% | $8,221-56.7% | $3,952-9.8% |
| Admin fee / account holder | $9,290 | $8,630+7.7% | $12,045-22.9% | $6,260+48.4% |