Filed February 10, 2010 (most recent of 2 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,164 | $100,041-2.9% | $149,718-35.1% | $70,131+38.5% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.1%+7.2pp | 69.5%+24.7pp |
| Annual return | 12.12% | 27.43%-15.3pp | 1501.63%-1489.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $4,385 | $3,662+19.7% | $5,445-19.5% | $2,342+87.2% |
| Participant deferral / active EE | $3,212 | $4,983-35.5% | $6,569-51.1% | $3,332-3.6% |
| Admin fee / account holder | $2,455 | $8,286-70.4% | $11,283-78.2% | $4,645-47.2% |