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 | $123,486 | $54,705+125.7% | $71,209+73.4% | $84,808+45.6% |
| Participation rate | 86.1% | 64.1%+22.0pp | 73.8%+12.3pp | 68.3%+17.8pp |
| Annual return | 18.68% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $5,034 | $2,158+133.3% | $2,721+85.0% | $2,631+91.3% |
| Participant deferral / active EE | $6,898 | $3,030+127.6% | $4,175+65.2% | $4,212+63.8% |
| Admin fee / account holder | $10,889 | $4,863+123.9% | $5,349+103.6% | $7,344+48.3% |