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 | $41,416 | $160,055-74.1% | $140,016-70.4% | $135,375-69.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.46% | 911.38%-914.8pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $4,516 | $6,420-29.7% | $5,606-19.4% | $4,779-5.5% |
| Participant deferral / active EE | $12,251 | $7,642+60.3% | $6,927+76.9% | $5,609+118.4% |
| Admin fee / account holder | $4,429 | $13,328-66.8% | $10,705-58.6% | $10,827-59.1% |