Filed November 24, 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 | $94,075 | $72,277+30.2% | $101,248-7.1% | $79,858+17.8% |
| Participation rate | 87.3% | 68.5%+18.9pp | 75.8%+11.5pp | 69.6%+17.7pp |
| Annual return | 10.60% | 22.30%-11.7pp | 46.47%-35.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $7,554 | $2,692+180.6% | $3,660+106.4% | $2,471+205.7% |
| Participant deferral / active EE | $2,118 | $3,282-35.5% | $4,370-51.5% | $3,740-43.4% |
| Admin fee / account holder | $4,055 | $4,400-7.8% | $5,945-31.8% | $5,306-23.6% |