Filed March 25, 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 | $67,156 | $56,277+19.3% | $80,975-17.1% | $62,891+6.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 14.11% | 22.12%-8.0pp | 17.10%-3.0pp | 20.14%-6.0pp |
| Employer contribution / active EE | $5,723 | $1,943+194.5% | $3,714+54.1% | $2,281+150.9% |
| Participant deferral / active EE | $5,505 | $4,195+31.2% | $5,696-3.4% | $3,203+71.9% |
| Admin fee / account holder | $26,882 | $3,741+618.7% | $5,516+387.4% | $4,296+525.8% |