Filed September 16, 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 | $121,029 | $76,407+58.4% | $150,298-19.5% | $82,448+46.8% |
| Participation rate | 78.3% | 66.4%+11.9pp | 77.8%+0.5pp | 68.1%+10.2pp |
| Annual return | 14.34% | 39.99%-25.7pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,651 | $2,614+1.4% | $4,154-36.2% | $2,551+3.9% |
| Participant deferral / active EE | $7,160 | $3,214+122.8% | $5,453+31.3% | $4,139+73.0% |
| Admin fee / account holder | $5,643 | $6,352-11.2% | $14,116-60.0% | $7,234-22.0% |