Filed July 24, 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 | $31,420 | $135,952-76.9% | $123,892-74.6% | $273,961-88.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.93% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,013 | $5,170-22.4% | $4,617-13.1% | $4,869-17.6% |
| Participant deferral / active EE | $2,774 | $6,343-56.3% | $5,984-53.7% | $5,287-47.5% |
| Admin fee / account holder | $1,398 | $9,817-85.8% | $8,357-83.3% | $10,132-86.2% |