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 | $76,441 | $78,705-2.9% | $117,854-35.1% | $70,131+9.0% |
| Participation rate | 70.1% | 73.2%-3.0pp | 79.7%-9.5pp | 69.5%+0.6pp |
| Annual return | 26.46% | 23.30%+3.2pp | 335.08%-308.6pp | 73.14%-46.7pp |
| Employer contribution / active EE | $1,603 | $2,223-27.9% | $3,786-57.6% | $2,342-31.5% |
| Participant deferral / active EE | $4,939 | $3,297+49.8% | $4,482+10.2% | $3,332+48.2% |
| Admin fee / account holder | $10,329 | $5,065+103.9% | $8,020+28.8% | $4,645+122.3% |