Filed May 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 9-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 | $87,077 | $48,274+80.4% | $63,517+37.1% | $59,632+46.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.24% | -240.79%+241.0pp | -70.30%+70.5pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $3,125 | $1,586+97.0% | $2,322+34.6% | $2,203+41.9% |
| Participant deferral / active EE | $2,997 | $2,343+27.9% | $2,953+1.5% | $3,192-6.1% |
| Admin fee / account holder | $9,533 | $3,600+164.8% | $5,892+61.8% | $4,297+121.8% |