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 | $163,440 | $96,635+69.1% | $86,612+88.7% | $139,434+17.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.47% | 106.41%-82.9pp | 591.07%-567.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $14,250 | $3,263+336.7% | $3,022+371.5% | $4,751+200.0% |
| Participant deferral / active EE | $9,951 | $4,836+105.8% | $4,438+124.2% | $6,710+48.3% |
| Admin fee / account holder | $2,769 | $6,408-56.8% | $5,614-50.7% | $11,403-75.7% |