Filed August 26, 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 | $102,069 | $180,749-43.5% | $160,784-36.5% | $137,256-25.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.45% | 2234.46%-2217.0pp | 1803.92%-1786.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $7,612 | $4,155+83.2% | $3,733+103.9% | $4,156+83.2% |
| Participant deferral / active EE | $5,406 | $6,844-21.0% | $6,293-14.1% | $6,407-15.6% |
| Admin fee / account holder | $111,861 | $10,397+975.9% | $9,717+1051.2% | $12,270+811.6% |