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 | $210,175 | $160,055+31.3% | $140,016+50.1% | $135,375+55.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.52% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,380 | $6,420-47.4% | $5,606-39.7% | $4,779-29.3% |
| Participant deferral / active EE | $8,708 | $7,642+14.0% | $6,927+25.7% | $5,609+55.3% |
| Admin fee / account holder | $4,203 | $13,328-68.5% | $10,705-60.7% | $10,827-61.2% |