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 | $109,398 | $100,041+9.4% | $149,718-26.9% | $70,131+56.0% |
| Participation rate | 76.0% | 83.6%-7.6pp | 87.1%-11.1pp | 69.5%+6.5pp |
| Annual return | 47.11% | 27.43%+19.7pp | 1501.63%-1454.5pp | 73.14%-26.0pp |
| Employer contribution / active EE | $2,295 | $3,662-37.3% | $5,445-57.9% | $2,342-2.0% |
| Participant deferral / active EE | $3,949 | $4,983-20.7% | $6,569-39.9% | $3,332+18.5% |
| Admin fee / account holder | $2,121 | $8,286-74.4% | $11,283-81.2% | $4,645-54.3% |