Filed October 1, 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 | $119,214 | $123,793-3.7% | $177,821-33.0% | $79,858+49.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.02% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,694 | $4,095-58.6% | $5,918-71.4% | $2,471-31.4% |
| Participant deferral / active EE | $4,980 | $5,956-16.4% | $7,714-35.4% | $3,740+33.2% |
| Admin fee / account holder | $1,111 | $7,243-84.7% | $12,427-91.1% | $5,306-79.1% |