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 | $89,423 | $57,354+55.9% | $83,848+6.6% | $64,186+39.3% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | 7.60% | 11.38%-3.8pp | 850.88%-843.3pp | 7.63%0pp |
| Employer contribution / active EE | $1,879 | $2,545-26.2% | $3,631-48.3% | $2,381-21.1% |
| Participant deferral / active EE | $5,133 | $2,993+71.5% | $4,082+25.7% | $3,470+47.9% |
| Admin fee / account holder | $19,949 | $4,046+393.1% | $5,478+264.2% | $4,888+308.1% |