Filed March 26, 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 | $33,408 | $57,354-41.8% | $83,848-60.2% | $64,186-48.0% |
| Participation rate | 73.9% | 68.6%+5.3pp | 76.1%-2.2pp | 69.6%+4.3pp |
| Annual return | 6.64% | 11.38%-4.7pp | 850.88%-844.2pp | 7.63%-1.0pp |
| Employer contribution / active EE | $3,302 | $2,545+29.7% | $3,631-9.1% | $2,381+38.7% |
| Participant deferral / active EE | $2,037 | $2,993-32.0% | $4,082-50.1% | $3,470-41.3% |
| Admin fee / account holder | $847 | $4,046-79.1% | $5,478-84.5% | $4,888-82.7% |