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 | $106,361 | $125,758-15.4% | $169,993-37.4% | $75,163+41.5% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 14.89% | 27.20%-12.3pp | 53.37%-38.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $3,822 | $4,615-17.2% | $6,785-43.7% | $2,670+43.2% |
| Participant deferral / active EE | $4,386 | $6,837-35.9% | $10,408-57.9% | $4,125+6.3% |
| Admin fee / account holder | $1,580 | $8,173-80.7% | $12,815-87.7% | $5,651-72.0% |