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 | $82,427 | $125,758-34.5% | $169,993-51.5% | $75,163+9.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.67% | 27.20%-12.5pp | 53.37%-38.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,190 | $4,615-52.6% | $6,785-67.7% | $2,670-18.0% |
| Participant deferral / active EE | $5,595 | $6,837-18.2% | $10,408-46.2% | $4,125+35.6% |
| Admin fee / account holder | $8,109 | $8,173-0.8% | $12,815-36.7% | $5,651+43.5% |