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 | $88,914 | $49,227+80.6% | $70,449+26.2% | $79,858+11.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.14% | 30.06%-24.9pp | 109.03%-103.9pp | 31.71%-26.6pp |
| Employer contribution / active EE | $6,655 | $2,099+217.1% | $2,737+143.2% | $2,471+169.3% |
| Participant deferral / active EE | $5,049 | $2,768+82.4% | $3,709+36.1% | $3,740+35.0% |
| Admin fee / account holder | $5,702 | $2,878+98.1% | $3,845+48.3% | $5,306+7.4% |