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 | $139,741 | $123,793+12.9% | $177,821-21.4% | $79,858+75.0% |
| Participation rate | 92.6% | 84.7%+8.0pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 12.51% | 22.82%-10.3pp | 48.32%-35.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $7,295 | $4,095+78.1% | $5,918+23.3% | $2,471+195.2% |
| Participant deferral / active EE | $3,682 | $5,956-38.2% | $7,714-52.3% | $3,740-1.6% |
| Admin fee / account holder | $8,279 | $7,243+14.3% | $12,427-33.4% | $5,306+56.0% |