Filed December 17, 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 | $90,690 | $49,177+84.4% | $79,464+14.1% | $64,186+41.3% |
| Participation rate | 91.4% | 65.0%+26.3pp | 73.3%+18.0pp | 69.6%+21.8pp |
| Annual return | 9.97% | -1.16%+11.1pp | 718.14%-708.2pp | 7.63%+2.3pp |
| Employer contribution / active EE | $8,512 | $2,076+310.0% | $2,800+203.9% | $2,381+257.5% |
| Participant deferral / active EE | $4,256 | $2,821+50.8% | $3,704+14.9% | $3,470+22.7% |
| Admin fee / account holder | $1,122 | $3,839-70.8% | $5,113-78.1% | $4,888-77.0% |