Filed June 30, 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 | $74,839 | $94,031-20.4% | $115,768-35.4% | $82,448-9.2% |
| Participation rate | 94.8% | 70.4%+24.4pp | 74.4%+20.4pp | 68.1%+26.7pp |
| Annual return | 18.46% | 20.61%-2.2pp | 100.46%-82.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,365 | $2,323+130.9% | $2,940+82.5% | $2,551+110.3% |
| Participant deferral / active EE | $6,869 | $3,972+72.9% | $4,917+39.7% | $4,139+65.9% |
| Admin fee / account holder | $5,261 | $10,249-48.7% | $12,439-57.7% | $7,234-27.3% |