Filed February 12, 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 | $95,125 | $131,829-27.8% | $108,579-12.4% | $273,961-65.3% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 6.42% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,399 | $4,912-51.2% | $3,758-36.2% | $4,869-50.7% |
| Participant deferral / active EE | $4,314 | $5,127-15.9% | $4,311+0.1% | $5,287-18.4% |
| Admin fee / account holder | $2,500 | $10,252-75.6% | $7,645-67.3% | $10,132-75.3% |