Filed August 6, 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 | $43,379 | $90,600-52.1% | $79,464-45.4% | $135,375-68.0% |
| Participation rate | 89.5% | 76.0%+13.4pp | 73.3%+16.1pp | 82.6%+6.8pp |
| Annual return | -7.16% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,938 | $3,068+28.4% | $2,800+40.6% | $4,779-17.6% |
| Participant deferral / active EE | $2,565 | $4,050-36.7% | $3,704-30.7% | $5,609-54.3% |
| Admin fee / account holder | $2,791 | $5,907-52.8% | $5,113-45.4% | $10,827-74.2% |