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 | $71,510 | $94,529-24.4% | $140,016-48.9% | $64,186+11.4% |
| Participation rate | 98.3% | 84.1%+14.2pp | 87.5%+10.8pp | 69.6%+28.7pp |
| Annual return | -4.70% | 7.77%-12.5pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,770 | $3,812-27.3% | $5,606-50.6% | $2,381+16.4% |
| Participant deferral / active EE | $3,806 | $5,250-27.5% | $6,927-45.1% | $3,470+9.7% |
| Admin fee / account holder | $1,688 | $6,741-75.0% | $10,705-84.2% | $4,888-65.5% |