Filed January 4, 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 | $185,910 | $78,672+136.3% | $109,143+70.3% | $85,850+116.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.72% | 25.09%-1.4pp | 25.75%-2.0pp | 318.53%-294.8pp |
| Employer contribution / active EE | $2,780 | $2,735+1.6% | $3,722-25.3% | $2,565+8.4% |
| Participant deferral / active EE | $6,137 | $3,467+77.0% | $4,653+31.9% | $3,952+55.3% |
| Admin fee / account holder | $1,588 | $5,469-71.0% | $6,752-76.5% | $6,260-74.6% |