Filed October 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 | $122,862 | $109,359+12.3% | $162,163-24.2% | $72,985+68.3% |
| Participation rate | 95.8% | 84.3%+11.6pp | 87.6%+8.3pp | 69.5%+26.3pp |
| Annual return | 22.23% | 25.46%-3.2pp | 115.59%-93.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $6,492 | $3,907+66.1% | $5,614+15.6% | $2,440+166.1% |
| Participant deferral / active EE | $3,282 | $5,481-40.1% | $7,298-55.0% | $3,607-9.0% |
| Admin fee / account holder | $5,385 | $7,972-32.4% | $10,843-50.3% | $5,124+5.1% |