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 | $170,037 | $102,317+66.2% | $146,958+15.7% | $80,856+110.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.96% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,592 | $3,713-30.2% | $4,933-47.5% | $2,755-5.9% |
| Participant deferral / active EE | $9,153 | $6,644+37.8% | $8,070+13.4% | $4,296+113.1% |
| Admin fee / account holder | $9,976 | $7,941+25.6% | $12,998-23.2% | $6,918+44.2% |