Filed December 30, 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 | $43,405 | $171,865-74.7% | $149,718-71.0% | $147,584-70.6% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 29.05% | 2113.22%-2084.2pp | 1501.63%-1472.6pp | 578.55%-549.5pp |
| Employer contribution / active EE | $4,969 | $6,275-20.8% | $5,445-8.7% | $4,876+1.9% |
| Participant deferral / active EE | $12,399 | $7,271+70.5% | $6,569+88.8% | $5,439+128.0% |
| Admin fee / account holder | $8,789 | $13,799-36.3% | $11,283-22.1% | $10,885-19.3% |