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 | $118,347 | $163,101-27.4% | $136,749-13.5% | $142,382-16.9% |
| Participation rate | 93.8% | 78.2%+15.5pp | 72.1%+21.6pp | 80.1%+13.6pp |
| Annual return | 21.38% | 27.54%-6.2pp | 24.33%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,104 | $4,117-0.3% | $3,400+20.7% | $4,299-4.5% |
| Participant deferral / active EE | $9,681 | $5,585+73.3% | $4,692+106.3% | $6,507+48.8% |
| Admin fee / account holder | $13,266 | $14,318-7.3% | $11,386+16.5% | $12,624+5.1% |