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 | $70,217 | $44,873+56.5% | $79,464-11.6% | $56,287+24.7% |
| Participation rate | 75.9% | 68.7%+7.2pp | 73.3%+2.6pp | 69.9%+6.1pp |
| Annual return | 10.27% | 0.81%+9.5pp | 718.14%-707.9pp | -9.96%+20.2pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,118 | $2,746+50.0% | $3,704+11.2% | $3,350+22.9% |
| Admin fee / account holder | $6,420 | $418+1434.2% | $5,113+25.6% | $521+1132.3% |