Filed July 24, 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 | $204,210 | $163,687+24.8% | $108,745+87.8% | $273,961-25.5% |
| Participation rate | 95.5% | 82.3%+13.1pp | 77.7%+17.8pp | 83.0%+12.4pp |
| Annual return | 11.00% | 31.16%-20.2pp | 46.22%-35.2pp | 41.45%-30.4pp |
| Employer contribution / active EE | $6,818 | $4,711+44.7% | $3,323+105.2% | $4,869+40.0% |
| Participant deferral / active EE | $6,431 | $7,155-10.1% | $5,121+25.6% | $5,287+21.6% |
| Admin fee / account holder | $628 | $12,890-95.1% | $6,144-89.8% | $10,132-93.8% |