Filed July 4, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $219,209 | $171,865+27.5% | $149,718+46.4% | $147,584+48.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.82% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $7,222 | $6,275+15.1% | $5,445+32.6% | $4,876+48.1% |
| Participant deferral / active EE | $2,073 | $7,271-71.5% | $6,569-68.4% | $5,439-61.9% |
| Admin fee / account holder | $1,514 | $13,799-89.0% | $11,283-86.6% | $10,885-86.1% |