Filed February 16, 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 | $122,792 | $135,952-9.7% | $123,892-0.9% | $273,961-55.2% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 7.90% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,373 | $5,170-34.8% | $4,617-27.0% | $4,869-30.7% |
| Participant deferral / active EE | $5,867 | $6,343-7.5% | $5,984-2.0% | $5,287+11.0% |
| Admin fee / account holder | $2,069 | $9,817-78.9% | $8,357-75.2% | $10,132-79.6% |