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 | $142,823 | $78,672+81.5% | $109,143+30.9% | $85,850+66.4% |
| Participation rate | 98.6% | 68.3%+30.3pp | 75.9%+22.7pp | 69.3%+29.3pp |
| Annual return | 13.43% | 25.09%-11.7pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $711 | $2,735-74.0% | $3,722-80.9% | $2,565-72.3% |
| Participant deferral / active EE | $6,917 | $3,467+99.5% | $4,653+48.6% | $3,952+75.0% |
| Admin fee / account holder | $1,610 | $5,469-70.6% | $6,752-76.2% | $6,260-74.3% |