Filed May 4, 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 | $133,751 | $60,022+122.8% | $88,946+50.4% | $84,808+57.7% |
| Participation rate | 78.1% | 57.8%+20.3pp | 68.8%+9.3pp | 68.3%+9.8pp |
| Annual return | 12.05% | 22.43%-10.4pp | 57.82%-45.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $5,264 | $1,703+209.1% | $2,555+106.0% | $2,631+100.1% |
| Participant deferral / active EE | $11,153 | $3,114+258.2% | $4,581+143.4% | $4,212+164.8% |
| Admin fee / account holder | $20,056 | $4,811+316.9% | $8,261+142.8% | $7,344+173.1% |