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 | $216,001 | $167,483+29.0% | $115,752+86.6% | $147,584+46.4% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 82.8%+11.6pp |
| Annual return | 13.94% | 12.11%+1.8pp | 19.41%-5.5pp | 578.55%-564.6pp |
| Employer contribution / active EE | $11,111 | $4,960+124.0% | $3,492+218.2% | $4,876+127.9% |
| Participant deferral / active EE | $6,396 | $7,037-9.1% | $5,204+22.9% | $5,439+17.6% |
| Admin fee / account holder | $11,363 | $13,069-13.1% | $6,278+81.0% | $10,885+4.4% |