Filed June 22, 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 | $137,467 | $86,922+58.1% | $102,438+34.2% | $80,874+70.0% |
| Participation rate | 77.3% | 72.4%+4.9pp | 76.5%+0.8pp | 67.6%+9.6pp |
| Annual return | 11.72% | 18.90%-7.2pp | 29.37%-17.6pp | 35.62%-23.9pp |
| Employer contribution / active EE | $3,501 | $2,369+47.8% | $3,024+15.8% | $2,756+27.0% |
| Participant deferral / active EE | $5,496 | $4,119+33.4% | $5,054+8.8% | $4,297+27.9% |
| Admin fee / account holder | $10,801 | $8,050+34.2% | $9,448+14.3% | $6,935+55.7% |