Filed June 22, 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 | $76,186 | $198,466-61.6% | $170,442-55.3% | $147,584-48.4% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 16.49% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,561 | $6,184-74.8% | $5,433-71.3% | $4,876-68.0% |
| Participant deferral / active EE | $3,792 | $5,629-32.6% | $4,939-23.2% | $5,439-30.3% |
| Admin fee / account holder | $39,873 | $16,852+136.6% | $13,880+187.3% | $10,885+266.3% |