Filed January 11, 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 | $33,122 | $63,764-48.1% | $81,930-59.6% | $79,858-58.5% |
| Participation rate | 73.3% | 67.5%+5.8pp | 72.0%+1.3pp | 69.6%+3.7pp |
| Annual return | 13.28% | 22.66%-9.4pp | 29.49%-16.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,522 | $1,795-15.2% | $4,310-64.7% | $2,471-38.4% |
| Participant deferral / active EE | $2,380 | $2,780-14.4% | $7,107-66.5% | $3,740-36.4% |
| Admin fee / account holder | $1,557 | $4,426-64.8% | $5,158-69.8% | $5,306-70.7% |