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 | $42,049 | $53,127-20.9% | $86,590-51.4% | $70,131-40.0% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | 16.30% | 27.66%-11.4pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $4,424 | $2,068+113.9% | $2,839+55.8% | $2,342+88.9% |
| Participant deferral / active EE | $7,088 | $2,696+162.9% | $3,609+96.4% | $3,332+112.7% |
| Admin fee / account holder | $23,094 | $3,585+544.1% | $4,906+370.8% | $4,645+397.1% |