Filed December 31, 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 | $123,112 | $177,572-30.7% | $154,803-20.5% | $142,382-13.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.86% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $10,278 | $4,810+113.7% | $4,305+138.7% | $4,299+139.1% |
| Participant deferral / active EE | $9,237 | $6,272+47.3% | $5,540+66.7% | $6,507+41.9% |
| Admin fee / account holder | $165,726 | $16,786+887.3% | $14,329+1056.6% | $12,624+1212.8% |