Filed March 9, 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 | $158,595 | $60,124+163.8% | $90,404+75.4% | $79,858+98.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.37% | 71.94%-60.6pp | 1293.02%-1281.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,375 | $2,068+111.6% | $3,262+34.1% | $2,471+77.1% |
| Participant deferral / active EE | $6,557 | $2,938+123.2% | $3,963+65.4% | $3,740+75.3% |
| Admin fee / account holder | $6,805 | $3,976+71.1% | $5,611+21.3% | $5,306+28.3% |