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 | $105,149 | $58,927+78.4% | $76,817+36.9% | $72,985+44.1% |
| Participation rate | 90.7% | 67.3%+23.4pp | 72.1%+18.6pp | 69.5%+21.2pp |
| Annual return | 21.79% | 2305.64%-2283.9pp | 1166.11%-1144.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,874 | $1,787+60.8% | $2,302+24.8% | $2,440+17.8% |
| Participant deferral / active EE | $3,362 | $2,690+25.0% | $3,336+0.8% | $3,607-6.8% |
| Admin fee / account holder | $11,579 | $4,013+188.5% | $6,420+80.4% | $5,124+126.0% |