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 | $103,368 | $185,822-44.4% | $169,993-39.2% | $139,434-25.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.77% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,781 | $7,590-76.5% | $6,785-73.8% | $4,751-62.5% |
| Participant deferral / active EE | $4,304 | $11,622-63.0% | $10,408-58.6% | $6,710-35.9% |
| Admin fee / account holder | $43,402 | $15,381+182.2% | $12,815+238.7% | $11,403+280.6% |