Filed February 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 | $75,056 | $100,041-25.0% | $149,718-49.9% | $70,131+7.0% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.1%+4.3pp | 69.5%+21.8pp |
| Annual return | 13.76% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,679 | $3,662-26.8% | $5,445-50.8% | $2,342+14.4% |
| Participant deferral / active EE | $3,396 | $4,983-31.8% | $6,569-48.3% | $3,332+1.9% |
| Admin fee / account holder | $8,063 | $8,286-2.7% | $11,283-28.5% | $4,645+73.6% |