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 | $137,648 | $110,094+25.0% | $151,611-9.2% | $68,494+101.0% |
| Participation rate | 78.4% | 84.0%-5.6pp | 87.5%-9.1pp | 67.9%+10.5pp |
| Annual return | -15.16% | -10.12%-5.0pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $6,145 | $4,471+37.5% | $6,166-0.3% | $2,596+136.7% |
| Participant deferral / active EE | $3,484 | $6,527-46.6% | $8,363-58.3% | $4,027-13.5% |
| Admin fee / account holder | $8,698 | $7,719+12.7% | $11,616-25.1% | $5,403+61.0% |