Filed July 21, 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 | $172,863 | $48,570+255.9% | $130,648+32.3% | $72,985+136.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 30.06% | 38.63%-8.6pp | 1708.96%-1678.9pp | 81.00%-50.9pp |
| Employer contribution / active EE | $8,777 | $1,334+557.9% | $4,092+114.5% | $2,440+259.7% |
| Participant deferral / active EE | $9,473 | $2,384+297.4% | $3,603+163.0% | $3,607+162.6% |
| Admin fee / account holder | $16,587 | $3,549+367.4% | $5,464+203.5% | $5,124+223.7% |