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 | $102,739 | $100,041+2.7% | $149,718-31.4% | $70,131+46.5% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 35.13% | 27.43%+7.7pp | 1501.63%-1466.5pp | 73.14%-38.0pp |
| Employer contribution / active EE | $1,901 | $3,662-48.1% | $5,445-65.1% | $2,342-18.8% |
| Participant deferral / active EE | $2,615 | $4,983-47.5% | $6,569-60.2% | $3,332-21.5% |
| Admin fee / account holder | $15,049 | $8,286+81.6% | $11,283+33.4% | $4,645+224.0% |