Filed March 18, 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 | $43,750 | $56,897-23.1% | $84,750-48.4% | $62,891-30.4% |
| Participation rate | 84.4% | 68.5%+15.9pp | 76.6%+7.9pp | 69.3%+15.1pp |
| Annual return | 7.14% | 6.30%+0.8pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $779 | $2,400-67.5% | $3,574-78.2% | $2,281-65.8% |
| Participant deferral / active EE | $2,584 | $2,709-4.6% | $3,712-30.4% | $3,203-19.3% |
| Admin fee / account holder | $585 | $3,581-83.7% | $5,332-89.0% | $4,296-86.4% |