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 | $140,633 | $74,888+87.8% | $71,209+97.5% | $142,382-1.2% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 16.96% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $16,484 | $2,854+477.5% | $2,721+505.8% | $4,299+283.4% |
| Participant deferral / active EE | $13,297 | $4,454+198.5% | $4,175+218.5% | $6,507+104.3% |
| Admin fee / account holder | $53,737 | $5,568+865.0% | $5,349+904.7% | $12,624+325.7% |