Filed February 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 6-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 | $77,685 | $106,584-27.1% | $101,326-23.3% | $142,382-45.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.96% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,090 | $3,956+3.4% | $3,665+11.6% | $4,299-4.9% |
| Participant deferral / active EE | $9,024 | $8,297+8.8% | $7,994+12.9% | $6,507+38.7% |
| Admin fee / account holder | $10,541 | $11,446-7.9% | $11,185-5.8% | $12,624-16.5% |