Filed June 22, 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 | $74,436 | $160,055-53.5% | $140,016-46.8% | $135,375-45.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.45% | 911.38%-917.8pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,742 | $6,420-72.9% | $5,606-68.9% | $4,779-63.6% |
| Participant deferral / active EE | $3,711 | $7,642-51.4% | $6,927-46.4% | $5,609-33.8% |
| Admin fee / account holder | $840 | $13,328-93.7% | $10,705-92.2% | $10,827-92.2% |