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 | $37,041 | $43,327-14.5% | $59,878-38.1% | $64,186-42.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -0.85% | -1.55%+0.7pp | 3.46%-4.3pp | 7.63%-8.5pp |
| Employer contribution / active EE | $626 | $2,028-69.2% | $2,722-77.0% | $2,381-73.7% |
| Participant deferral / active EE | $3,319 | $2,546+30.4% | $3,402-2.4% | $3,470-4.3% |
| Admin fee / account holder | $5,764 | $3,005+91.8% | $3,590+60.5% | $4,888+17.9% |