Filed August 5, 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 | $78,288 | $153,772-49.1% | $133,980-41.6% | $273,961-71.4% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 5.87% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,379 | $6,029-60.5% | $5,211-54.3% | $4,869-51.1% |
| Participant deferral / active EE | $3,613 | $6,958-48.1% | $6,282-42.5% | $5,287-31.7% |
| Admin fee / account holder | $3,661 | $11,765-68.9% | $9,324-60.7% | $10,132-63.9% |