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 | $68,313 | $91,190-25.1% | $178,490-61.7% | $79,858-14.5% |
| Participation rate | 86.5% | 69.2%+17.3pp | 81.9%+4.6pp | 69.6%+16.9pp |
| Annual return | 21.77% | 24.19%-2.4pp | 151.07%-129.3pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,281 | $3,256-60.6% | $5,011-74.4% | $2,471-48.1% |
| Participant deferral / active EE | $1,855 | $3,236-42.7% | $5,202-64.3% | $3,740-50.4% |
| Admin fee / account holder | $3,987 | $6,751-40.9% | $13,984-71.5% | $5,306-24.9% |