Filed March 17, 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 | $70,591 | $50,637+39.4% | $86,590-18.5% | $62,292+13.3% |
| Participation rate | 70.2% | 67.9%+2.3pp | 73.5%-3.4pp | 69.5%+0.7pp |
| Annual return | 20.58% | 20.80%-0.2pp | 964.84%-944.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,020 | $2,611+53.9% | $3,609+11.4% | $3,169+26.8% |
| Admin fee / account holder | $7,881 | $413+1806.8% | $4,906+60.6% | $479+1544.1% |