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 | $104,247 | $57,065+82.7% | $75,670+37.8% | $70,131+48.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 16.55% | 23.57%-7.0pp | 27.34%-10.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,655 | $1,817+101.2% | $2,352+55.4% | $2,342+56.0% |
| Participant deferral / active EE | $3,756 | $2,580+45.6% | $3,142+19.5% | $3,332+12.7% |
| Admin fee / account holder | $13,482 | $3,825+252.5% | $5,800+132.5% | $4,645+190.2% |