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 | $121,662 | $138,065-11.9% | $123,544-1.5% | $135,375-10.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -6.66% | 153.68%-160.3pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,268 | $5,151-36.6% | $4,628-29.4% | $4,779-31.6% |
| Participant deferral / active EE | $5,617 | $6,799-17.4% | $6,426-12.6% | $5,609+0.1% |
| Admin fee / account holder | $833 | $10,916-92.4% | $9,284-91.0% | $10,827-92.3% |