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 | $95,333 | $91,552+4.1% | $133,956-28.8% | $79,858+19.4% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.6%+2.1pp |
| Annual return | 19.67% | 61.85%-42.2pp | 45.09%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,900 | $2,384-20.3% | $3,919-51.5% | $2,471-23.1% |
| Participant deferral / active EE | $5,614 | $3,733+50.4% | $5,048+11.2% | $3,740+50.1% |
| Admin fee / account holder | $15,805 | $6,321+150.0% | $8,927+77.0% | $5,306+197.9% |