Filed February 24, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,290 | $87,733+28.0% | $106,548+5.4% | $85,850+30.8% |
| Participation rate | 95.5% | 71.9%+23.5pp | 76.1%+19.3pp | 69.3%+26.1pp |
| Annual return | 10.56% | 21.86%-11.3pp | 26.80%-16.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $4,517 | $2,073+117.9% | $2,819+60.2% | $2,565+76.1% |
| Participant deferral / active EE | $7,656 | $3,469+120.7% | $4,398+74.1% | $3,952+93.7% |
| Admin fee / account holder | $15,609 | $6,767+130.7% | $7,407+110.7% | $6,260+149.3% |