Filed December 31, 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 | $70,340 | $52,681+33.5% | $75,781-7.2% | $59,632+18.0% |
| Participation rate | 93.9% | 67.2%+26.7pp | 75.8%+18.1pp | 68.7%+25.2pp |
| Annual return | -0.90% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,102 | $2,193-4.2% | $3,323-36.8% | $2,203-4.6% |
| Participant deferral / active EE | $4,902 | $2,591+89.2% | $3,651+34.2% | $3,192+53.6% |
| Admin fee / account holder | $1,359 | $3,610-62.4% | $5,299-74.4% | $4,297-68.4% |