Filed March 30, 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 | $217,449 | $171,865+26.5% | $149,718+45.2% | $147,584+47.3% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 12.89% | 2113.22%-2100.3pp | 1501.63%-1488.7pp | 578.55%-565.7pp |
| Employer contribution / active EE | $3,334 | $6,275-46.9% | $5,445-38.8% | $4,876-31.6% |
| Participant deferral / active EE | $8,177 | $7,271+12.5% | $6,569+24.5% | $5,439+50.4% |
| Admin fee / account holder | $8,813 | $13,799-36.1% | $11,283-21.9% | $10,885-19.0% |