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 | $104,882 | $63,764+64.5% | $81,930+28.0% | $79,858+31.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 14.08% | 22.66%-8.6pp | 29.49%-15.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,475 | $1,795+93.6% | $4,310-19.4% | $2,471+40.7% |
| Participant deferral / active EE | $4,084 | $2,780+46.9% | $7,107-42.5% | $3,740+9.2% |
| Admin fee / account holder | $30,621 | $4,426+591.8% | $5,158+493.7% | $5,306+477.1% |