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 | $144,974 | $100,041+44.9% | $149,718-3.2% | $70,131+106.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.99% | 27.43%-11.4pp | 1501.63%-1485.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,997 | $3,662-18.1% | $5,445-45.0% | $2,342+28.0% |
| Participant deferral / active EE | $5,066 | $4,983+1.7% | $6,569-22.9% | $3,332+52.1% |
| Admin fee / account holder | $1,080 | $8,286-87.0% | $11,283-90.4% | $4,645-76.7% |