Filed November 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 | $74,395 | $82,032-9.3% | $123,104-39.6% | $59,632+24.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.81% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,721 | $3,297-47.8% | $5,151-66.6% | $2,203-21.9% |
| Participant deferral / active EE | $2,613 | $4,667-44.0% | $6,230-58.1% | $3,192-18.1% |
| Admin fee / account holder | $2,008 | $5,881-65.9% | $9,015-77.7% | $4,297-53.3% |