Filed November 2, 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 | $115,008 | $110,094+4.5% | $151,611-24.1% | $68,494+67.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.94% | -10.12%-1.8pp | 3.33%-15.3pp | -7.84%-4.1pp |
| Employer contribution / active EE | $3,717 | $4,471-16.9% | $6,166-39.7% | $2,596+43.2% |
| Participant deferral / active EE | $7,998 | $6,527+22.5% | $8,363-4.4% | $4,027+98.6% |
| Admin fee / account holder | $35,244 | $7,719+356.6% | $11,616+203.4% | $5,403+552.3% |