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 | $198,893 | $60,124+230.8% | $90,404+120.0% | $79,858+149.1% |
| Participation rate | 98.4% | 65.0%+33.5pp | 72.7%+25.8pp | 69.6%+28.8pp |
| Annual return | 14.16% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $8,715 | $2,068+321.5% | $3,262+167.2% | $2,471+252.7% |
| Participant deferral / active EE | $9,906 | $2,938+237.1% | $3,963+149.9% | $3,740+164.9% |
| Admin fee / account holder | $23,997 | $3,976+503.5% | $5,611+327.7% | $5,306+352.2% |