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 | $102,206 | $65,365+56.4% | $92,893+10.0% | $72,985+40.0% |
| Participation rate | 96.1% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.6pp |
| Annual return | 19.81% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,277 | $2,594-12.2% | $3,653-37.7% | $2,440-6.7% |
| Participant deferral / active EE | $5,559 | $3,128+77.7% | $4,236+31.2% | $3,607+54.1% |
| Admin fee / account holder | $15,519 | $4,251+265.0% | $5,794+167.8% | $5,124+202.8% |