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 | $87,439 | $183,963-52.5% | $162,163-46.1% | $152,861-42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.75% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,727 | $6,371-72.9% | $5,614-69.2% | $4,762-63.7% |
| Participant deferral / active EE | $3,478 | $8,034-56.7% | $7,298-52.3% | $5,850-40.5% |
| Admin fee / account holder | $783 | $13,121-94.0% | $10,843-92.8% | $11,596-93.3% |