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 | $219,763 | $57,281+283.7% | $86,612+153.7% | $75,163+192.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.12% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $10,003 | $2,314+332.2% | $3,022+231.0% | $2,670+274.7% |
| Participant deferral / active EE | $11,752 | $3,318+254.2% | $4,438+164.8% | $4,125+184.9% |
| Admin fee / account holder | $20,624 | $4,112+401.6% | $5,614+267.4% | $5,651+265.0% |