Filed November 10, 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 | $127,167 | $87,841+44.8% | $133,980-5.1% | $62,891+102.2% |
| Participation rate | 96.9% | 83.4%+13.5pp | 87.1%+9.8pp | 69.3%+27.6pp |
| Annual return | 7.88% | 12.05%-4.2pp | 29.30%-21.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,324 | $3,483-4.6% | $5,211-36.2% | $2,281+45.7% |
| Participant deferral / active EE | $4,819 | $4,812+0.1% | $6,282-23.3% | $3,203+50.5% |
| Admin fee / account holder | $5,619 | $5,371+4.6% | $9,324-39.7% | $4,296+30.8% |