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 | $99,377 | $54,726+81.6% | $68,793+44.5% | $64,186+54.8% |
| Participation rate | 97.5% | 68.0%+29.5pp | 72.2%+25.3pp | 69.6%+27.9pp |
| Annual return | -4.85% | -1.62%-3.2pp | -4.63%-0.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,266 | $1,846+76.9% | $2,625+24.4% | $2,381+37.2% |
| Participant deferral / active EE | $3,613 | $2,626+37.6% | $3,311+9.1% | $3,470+4.1% |
| Admin fee / account holder | $5,804 | $4,027+44.1% | $5,131+13.1% | $4,888+18.7% |