Filed March 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 | $88,756 | $90,600-2.0% | $79,464+11.7% | $135,375-34.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.70% | 977.43%-981.1pp | 718.14%-721.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $12,774 | $3,068+316.4% | $2,800+356.1% | $4,779+167.3% |
| Participant deferral / active EE | $8,818 | $4,050+117.7% | $3,704+138.1% | $5,609+57.2% |
| Admin fee / account holder | $659 | $5,907-88.8% | $5,113-87.1% | $10,827-93.9% |