Filed July 13, 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 | $176,882 | $69,010+156.3% | $159,960+10.6% | $68,494+158.2% |
| Participation rate | 89.7% | 65.4%+24.2pp | 78.0%+11.7pp | 67.9%+21.8pp |
| Annual return | -23.62% | -9.65%-14.0pp | 408.60%-432.2pp | -7.84%-15.8pp |
| Employer contribution / active EE | $4,417 | $2,213+99.5% | $4,226+4.5% | $2,596+70.1% |
| Participant deferral / active EE | $10,618 | $4,212+152.1% | $6,182+71.7% | $4,027+163.7% |
| Admin fee / account holder | $24,542 | $4,798+411.5% | $8,698+182.2% | $5,403+354.2% |