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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,811 | $125,758-58.0% | $169,993-68.9% | $75,163-29.7% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 12.43% | 27.20%-14.8pp | 53.37%-40.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,165 | $4,615-74.7% | $6,785-82.8% | $2,670-56.4% |
| Participant deferral / active EE | $2,941 | $6,837-57.0% | $10,408-71.7% | $4,125-28.7% |
| Admin fee / account holder | $9,055 | $8,173+10.8% | $12,815-29.3% | $5,651+60.2% |