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 | $66,228 | $64,707+2.4% | $112,228-41.0% | $68,494-3.3% |
| Participation rate | 93.0% | 67.2%+25.8pp | 75.1%+17.9pp | 67.9%+25.1pp |
| Annual return | -15.54% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,285 | $2,746+19.6% | $3,635-9.6% | $2,596+26.5% |
| Participant deferral / active EE | $2,729 | $3,565-23.5% | $4,728-42.3% | $4,027-32.2% |
| Admin fee / account holder | $16,264 | $5,232+210.9% | $6,410+153.7% | $5,403+201.0% |