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 | $122,414 | $100,852+21.4% | $90,404+35.4% | $158,922-23.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.41% | 1724.20%-1698.8pp | 1293.02%-1267.6pp | 302.83%-277.4pp |
| Employer contribution / active EE | $15,132 | $3,689+310.2% | $3,262+363.9% | $4,761+217.8% |
| Participant deferral / active EE | $10,190 | $4,348+134.4% | $3,963+157.1% | $5,982+70.3% |
| Admin fee / account holder | $34,484 | $6,501+430.4% | $5,611+514.6% | $11,246+206.6% |