Filed June 22, 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 | $63,101 | $149,679-57.8% | $117,039-46.1% | $147,584-57.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.77% | 19.31%-1.5pp | 18.95%-1.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,998 | $4,937-19.0% | $3,785+5.6% | $4,876-18.0% |
| Participant deferral / active EE | $5,118 | $4,912+4.2% | $3,929+30.2% | $5,439-5.9% |
| Admin fee / account holder | $899 | $7,856-88.6% | $5,974-85.0% | $10,885-91.7% |