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 | $135,722 | $125,758+7.9% | $169,993-20.2% | $75,163+80.6% |
| Participation rate | 87.1% | 83.6%+3.6pp | 87.0%+0.1pp | 67.2%+20.0pp |
| Annual return | 15.24% | 27.20%-12.0pp | 53.37%-38.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $6,936 | $4,615+50.3% | $6,785+2.2% | $2,670+159.8% |
| Participant deferral / active EE | $3,462 | $6,837-49.4% | $10,408-66.7% | $4,125-16.1% |
| Admin fee / account holder | $15,496 | $8,173+89.6% | $12,815+20.9% | $5,651+174.2% |