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 | $47,554 | $57,354-17.1% | $83,848-43.3% | $64,186-25.9% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -4.94% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $727 | $2,545-71.4% | $3,631-80.0% | $2,381-69.4% |
| Participant deferral / active EE | $2,820 | $2,993-5.8% | $4,082-30.9% | $3,470-18.7% |
| Admin fee / account holder | $717 | $4,046-82.3% | $5,478-86.9% | $4,888-85.3% |