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 | $115,794 | $144,119-19.7% | $117,854-1.7% | $147,584-21.5% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 15.17% | 531.15%-516.0pp | 335.08%-319.9pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,881 | $4,896-41.2% | $3,786-23.9% | $4,876-40.9% |
| Participant deferral / active EE | $4,942 | $5,316-7.0% | $4,482+10.3% | $5,439-9.1% |
| Admin fee / account holder | $1,589 | $10,886-85.4% | $8,020-80.2% | $10,885-85.4% |