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 | $117,107 | $102,966+13.7% | $90,281+29.7% | $152,861-23.4% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 24.83% | 95.16%-70.3pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $12,305 | $3,139+292.0% | $2,854+331.1% | $4,762+158.4% |
| Participant deferral / active EE | $8,598 | $4,281+100.8% | $3,885+121.3% | $5,850+47.0% |
| Admin fee / account holder | $489 | $6,171-92.1% | $5,351-90.9% | $11,596-95.8% |