Filed February 3, 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 | $89,631 | $175,202-48.8% | $149,673-40.1% | $139,434-35.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 8.90% | 166.71%-157.8pp | 134.42%-125.5pp | 372.94%-364.0pp |
| Employer contribution / active EE | $8,728 | $5,474+59.4% | $4,818+81.2% | $4,751+83.7% |
| Participant deferral / active EE | $17,949 | $6,519+175.3% | $5,680+216.0% | $6,710+167.5% |
| Admin fee / account holder | $9,481 | $16,150-41.3% | $13,210-28.2% | $11,403-16.9% |