Filed March 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 | $198,114 | $153,772+28.8% | $133,980+47.9% | $273,961-27.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.10% | 36.51%-32.4pp | 29.30%-25.2pp | 41.45%-37.3pp |
| Employer contribution / active EE | $5,563 | $6,029-7.7% | $5,211+6.7% | $4,869+14.3% |
| Participant deferral / active EE | $12,380 | $6,958+77.9% | $6,282+97.1% | $5,287+134.2% |
| Admin fee / account holder | $6,180 | $11,765-47.5% | $9,324-33.7% | $10,132-39.0% |