Filed October 6, 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 | $59,396 | $76,000-21.8% | $154,107-61.5% | $64,186-7.5% |
| Participation rate | 81.0% | 70.4%+10.5pp | 83.0%-2.1pp | 69.6%+11.4pp |
| Annual return | -2.01% | 30.32%-32.3pp | 735.12%-737.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,470 | $3,351-56.1% | $5,298-72.3% | $2,381-38.3% |
| Participant deferral / active EE | $1,603 | $3,175-49.5% | $5,081-68.5% | $3,470-53.8% |
| Admin fee / account holder | $954 | $5,596-83.0% | $13,411-92.9% | $4,888-80.5% |