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 | $89,880 | $53,018+69.5% | $70,014+28.4% | $62,891+42.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 7.03% | 13.35%-6.3pp | 12.99%-6.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,043 | $1,799+69.1% | $2,338+30.1% | $2,281+33.4% |
| Participant deferral / active EE | $2,857 | $2,395+19.3% | $2,931-2.5% | $3,203-10.8% |
| Admin fee / account holder | $8,385 | $3,690+127.3% | $4,380+91.4% | $4,296+95.2% |