Filed April 2, 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 | $41,320 | $172,111-76.0% | $150,298-72.5% | $137,256-69.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 43.31% | 69.37%-26.1pp | 62.79%-19.5pp | 220.34%-177.0pp |
| Employer contribution / active EE | $2,015 | $4,636-56.5% | $4,154-51.5% | $4,156-51.5% |
| Participant deferral / active EE | $2,462 | $6,166-60.1% | $5,453-54.8% | $6,407-61.6% |
| Admin fee / account holder | $544 | $16,471-96.7% | $14,116-96.1% | $12,270-95.6% |