Filed December 23, 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 10-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 | $139,751 | $93,571+49.4% | $135,903+2.8% | $75,163+85.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.50% | 30.90%-3.4pp | 68.23%-40.7pp | 160.62%-133.1pp |
| Employer contribution / active EE | $2,036 | $3,537-42.4% | $4,856-58.1% | $2,670-23.7% |
| Participant deferral / active EE | $8,404 | $6,404+31.2% | $7,758+8.3% | $4,125+103.7% |
| Admin fee / account holder | $3,916 | $6,975-43.9% | $10,762-63.6% | $5,651-30.7% |