Filed October 29, 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 | $129,937 | $54,762+137.3% | $90,281+43.9% | $72,985+78.0% |
| Participation rate | 92.0% | 65.1%+26.9pp | 73.3%+18.7pp | 69.5%+22.5pp |
| Annual return | 21.60% | 30.63%-9.0pp | 78.10%-56.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,591 | $2,092+71.6% | $2,854+25.8% | $2,440+47.2% |
| Participant deferral / active EE | $7,824 | $2,887+171.0% | $3,885+101.4% | $3,607+116.9% |
| Admin fee / account holder | $4,744 | $3,972+19.4% | $5,351-11.3% | $5,124-7.4% |