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 | $58,310 | $138,347-57.9% | $184,203-68.3% | $80,856-27.9% |
| Participation rate | 79.6% | 83.9%-4.2pp | 86.8%-7.2pp | 67.6%+12.0pp |
| Annual return | 14.17% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,118 | $4,850-76.9% | $6,427-82.6% | $2,755-59.4% |
| Participant deferral / active EE | $2,855 | $7,071-59.6% | $9,131-68.7% | $4,296-33.5% |
| Admin fee / account holder | $12,667 | $10,483+20.8% | $13,901-8.9% | $6,918+83.1% |