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 | $114,779 | $63,355+81.2% | $91,989+24.8% | $72,985+57.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 20.25% | 35.35%-15.1pp | 69.02%-48.8pp | 81.00%-60.8pp |
| Employer contribution / active EE | $6,267 | $2,116+196.2% | $3,452+81.5% | $2,440+156.9% |
| Participant deferral / active EE | $7,516 | $4,883+53.9% | $5,923+26.9% | $3,607+108.4% |
| Admin fee / account holder | $8,142 | $4,668+74.4% | $7,743+5.2% | $5,124+58.9% |