Filed June 22, 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 | $58,163 | $102,382-43.2% | $147,005-60.4% | $80,874-28.1% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 22.67% | 134.89%-112.2pp | 418.76%-396.1pp | 35.62%-12.9pp |
| Employer contribution / active EE | $3,604 | $3,715-3.0% | $4,934-27.0% | $2,756+30.8% |
| Participant deferral / active EE | $7,640 | $6,646+14.9% | $8,070-5.3% | $4,297+77.8% |
| Admin fee / account holder | $2,338 | $7,942-70.6% | $13,006-82.0% | $6,935-66.3% |