Filed July 19, 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 | $72,708 | $69,977+3.9% | $108,579-33.0% | $62,891+15.6% |
| Participation rate | 75.0% | 72.9%+2.1pp | 79.6%-4.6pp | 69.3%+5.7pp |
| Annual return | 11.92% | 10.73%+1.2pp | -51.70%+63.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,943 | $2,135-9.0% | $3,758-48.3% | $2,281-14.8% |
| Participant deferral / active EE | $5,980 | $3,165+88.9% | $4,311+38.7% | $3,203+86.7% |
| Admin fee / account holder | $1,576 | $5,076-69.0% | $7,645-79.4% | $4,296-63.3% |