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 | $69,644 | $148,978-53.3% | $200,582-65.3% | $84,808-17.9% |
| Participation rate | 78.2% | 84.2%-6.0pp | 86.9%-8.7pp | 68.3%+9.9pp |
| Annual return | 13.54% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,107 | $4,815-77.0% | $6,419-82.8% | $2,631-57.9% |
| Participant deferral / active EE | $2,834 | $7,142-60.3% | $9,331-69.6% | $4,212-32.7% |
| Admin fee / account holder | $2,714 | $13,977-80.6% | $16,305-83.4% | $7,344-63.0% |