Filed December 17, 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 | $122,634 | $60,349+103.2% | $74,183+65.3% | $62,891+95.0% |
| Participation rate | 95.2% | 72.7%+22.5pp | 76.6%+18.6pp | 69.3%+25.9pp |
| Annual return | 11.23% | 21.37%-10.1pp | 17.74%-6.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,381 | $1,680+41.7% | $2,370+0.5% | $2,281+4.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,587 | $4,261-39.3% | $5,586-53.7% | $4,296-39.8% |