Filed March 16, 2010 (most recent of 3 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.
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 | $67,714 | $205,730-67.1% | $63,517+6.6% | - |
| Participation rate | 97.0% | 64.1%+32.9pp | 71.0%+25.9pp | - |
| Annual return | -1.12% | 2.27%-3.4pp | -70.30%+69.2pp | - |
| Employer contribution / active EE | $1,648 | $1,760-6.4% | $2,322-29.0% | - |
| Participant deferral / active EE | $4,821 | $2,679+79.9% | $2,953+63.2% | - |
| Admin fee / account holder | $5,026 | $19,056-73.6% | $5,892-14.7% | - |