Filed February 12, 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 | $168,133 | $153,772+9.3% | $133,980+25.5% | $273,961-38.6% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 9.76% | 36.51%-26.8pp | 29.30%-19.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $12,424 | $6,029+106.1% | $5,211+138.4% | $4,869+155.2% |
| Participant deferral / active EE | $13,501 | $6,958+94.0% | $6,282+114.9% | $5,287+155.4% |
| Admin fee / account holder | $9,148 | $11,765-22.2% | $9,324-1.9% | $10,132-9.7% |