Filed May 21, 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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,391 | $123,793-72.2% | $177,821-80.7% | $79,858-56.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 4.41% | 22.82%-18.4pp | 48.32%-43.9pp | 31.71%-27.3pp |
| Employer contribution / active EE | $3,635 | $4,095-11.2% | $5,918-38.6% | $2,471+47.1% |
| Participant deferral / active EE | $3,175 | $5,956-46.7% | $7,714-58.8% | $3,740-15.1% |
| Admin fee / account holder | $5,611 | $7,243-22.5% | $12,427-54.8% | $5,306+5.7% |