Filed July 1, 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 | $57,349 | $39,122+46.6% | $57,179+0.3% | $62,891-8.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.56% | 9.23%-8.7pp | 14.59%-14.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $5,508 | $1,874+193.9% | $2,682+105.4% | $2,281+141.5% |
| Participant deferral / active EE | $4,324 | $2,374+82.2% | $3,096+39.7% | $3,203+35.0% |
| Admin fee / account holder | $2,321 | $2,592-10.5% | $3,139-26.1% | $4,296-46.0% |