Filed March 15, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,163 | $89,753-49.7% | $107,525-58.0% | $84,808-46.7% |
| Participation rate | 82.1% | 68.1%+14.1pp | 75.1%+7.1pp | 68.3%+13.8pp |
| Annual return | 20.00% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,364 | $3,113-56.2% | $3,754-63.7% | $2,631-48.2% |
| Participant deferral / active EE | $4,158 | $4,056+2.5% | $5,116-18.7% | $4,212-1.3% |
| Admin fee / account holder | $5,301 | $7,222-26.6% | $8,919-40.6% | $7,344-27.8% |