Filed March 17, 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 | $85,145 | $51,769+64.5% | $57,343+48.5% | $52,331+62.7% |
| Participation rate | 91.3% | 75.2%+16.1pp | 75.1%+16.2pp | 68.1%+23.2pp |
| Annual return | 36.74% | 2.43%+34.3pp | 24.39%+12.3pp | 4.54%+32.2pp |
| Employer contribution / active EE | $2,386 | $2,335+2.2% | $2,689-11.2% | $1,882+26.8% |
| Participant deferral / active EE | $3,750 | $2,794+34.2% | $3,162+18.6% | $3,022+24.1% |
| Admin fee / account holder | $3,635 | $295+1133.2% | $3,356+8.3% | $592+514.5% |