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 | $119,197 | $54,762+117.7% | $90,281+32.0% | $72,985+63.3% |
| Participation rate | 74.1% | 65.1%+8.9pp | 73.3%+0.8pp | 69.5%+4.6pp |
| Annual return | 27.28% | 30.63%-3.4pp | 78.10%-50.8pp | 81.00%-53.7pp |
| Employer contribution / active EE | $9,303 | $2,092+344.6% | $2,854+225.9% | $2,440+281.3% |
| Participant deferral / active EE | $4,652 | $2,887+61.1% | $3,885+19.7% | $3,607+28.9% |
| Admin fee / account holder | $2,021 | $3,972-49.1% | $5,351-62.2% | $5,124-60.6% |