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.
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 | $43,523 | $110,094-60.5% | $151,611-71.3% | $68,494-36.5% |
| Participation rate | 97.7% | 84.0%+13.8pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -13.36% | -10.12%-3.2pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,188 | $4,471-73.4% | $6,166-80.7% | $2,596-54.3% |
| Participant deferral / active EE | $2,149 | $6,527-67.1% | $8,363-74.3% | $4,027-46.6% |
| Admin fee / account holder | $5,658 | $7,719-26.7% | $11,616-51.3% | $5,403+4.7% |