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 | $84,580 | $110,094-23.2% | $151,611-44.2% | $68,494+23.5% |
| Participation rate | 96.8% | 84.0%+12.9pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -13.90% | -10.12%-3.8pp | 3.33%-17.2pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,730 | $4,471-61.3% | $6,166-71.9% | $2,596-33.4% |
| Participant deferral / active EE | $4,923 | $6,527-24.6% | $8,363-41.1% | $4,027+22.2% |
| Admin fee / account holder | $14,917 | $7,719+93.3% | $11,616+28.4% | $5,403+176.1% |