Filed May 12, 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 | $46,220 | $76,000-39.2% | $154,107-70.0% | $64,186-28.0% |
| Participation rate | 93.9% | 70.4%+23.5pp | 83.0%+10.9pp | 69.6%+24.4pp |
| Annual return | 9.97% | 30.32%-20.3pp | 735.12%-725.2pp | 7.63%+2.3pp |
| Employer contribution / active EE | $2,483 | $3,351-25.9% | $5,298-53.1% | $2,381+4.3% |
| Participant deferral / active EE | $3,584 | $3,175+12.9% | $5,081-29.5% | $3,470+3.3% |
| Admin fee / account holder | $1,167 | $5,596-79.1% | $13,411-91.3% | $4,888-76.1% |