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 | $104,936 | $57,281+83.2% | $86,612+21.2% | $75,163+39.6% |
| Participation rate | 84.0% | 63.2%+20.8pp | 71.7%+12.3pp | 67.2%+16.8pp |
| Annual return | 18.17% | 2670.75%-2652.6pp | 591.07%-572.9pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,803 | $2,314+107.5% | $3,022+58.9% | $2,670+79.9% |
| Participant deferral / active EE | $6,779 | $3,318+104.3% | $4,438+52.8% | $4,125+64.3% |
| Admin fee / account holder | $11,823 | $4,112+187.5% | $5,614+110.6% | $5,651+109.2% |