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 | $215,419 | $65,409+229.3% | $98,442+118.8% | $85,850+150.9% |
| Participation rate | 98.2% | 65.0%+33.2pp | 73.3%+24.8pp | 69.3%+28.9pp |
| Annual return | 15.51% | 21.76%-6.2pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $9,693 | $2,168+347.2% | $2,960+227.5% | $2,565+277.9% |
| Participant deferral / active EE | $10,227 | $3,166+223.0% | $4,276+139.2% | $3,952+158.8% |
| Admin fee / account holder | $42,511 | $4,593+825.6% | $5,949+614.6% | $6,260+579.1% |