Filed February 10, 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 | $56,436 | $48,076+17.4% | $78,689-28.3% | $62,891-10.3% |
| Participation rate | 96.6% | 65.2%+31.3pp | 73.6%+23.0pp | 69.3%+27.2pp |
| Annual return | 6.74% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,534 | $2,015+125.0% | $2,851+59.1% | $2,281+98.8% |
| Participant deferral / active EE | $6,439 | $2,588+148.8% | $3,517+83.1% | $3,203+101.0% |
| Admin fee / account holder | $827 | $3,207-74.2% | $4,510-81.7% | $4,296-80.8% |