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 | $108,440 | $59,107+83.5% | $86,436+25.5% | $68,494+58.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.58% | -0.23%-16.3pp | 4394.89%-4411.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,689 | $2,519+165.6% | $3,769+77.5% | $2,596+157.6% |
| Participant deferral / active EE | $8,684 | $5,901+47.2% | $6,952+24.9% | $4,027+115.6% |
| Admin fee / account holder | $10,210 | $5,637+81.1% | $6,731+51.7% | $5,403+89.0% |