Filed October 20, 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 | $37,870 | $45,035-15.9% | $62,995-39.9% | $70,131-46.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.00% | 18.76%-4.8pp | 87.57%-73.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $472 | $2,051-77.0% | $2,759-82.9% | $2,342-79.9% |
| Participant deferral / active EE | $2,585 | $2,465+4.9% | $3,329-22.3% | $3,332-22.4% |
| Admin fee / account holder | $3,905 | $2,834+37.8% | $3,600+8.5% | $4,645-15.9% |