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 | $61,164 | $183,963-66.8% | $162,163-62.3% | $152,861-60.0% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.6%+0.7pp | 82.4%+5.8pp |
| Annual return | 25.03% | 150.76%-125.7pp | 115.59%-90.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $4,403 | $6,371-30.9% | $5,614-21.6% | $4,762-7.5% |
| Participant deferral / active EE | $11,735 | $8,034+46.1% | $7,298+60.8% | $5,850+100.6% |
| Admin fee / account holder | $17,574 | $13,121+33.9% | $10,843+62.1% | $11,596+51.5% |