Filed August 18, 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 | $9,124 | $96,635-90.6% | $86,612-89.5% | $139,434-93.5% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 12.79% | 106.41%-93.6pp | 591.07%-578.3pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,242 | $3,263-61.9% | $3,022-58.9% | $4,751-73.9% |
| Participant deferral / active EE | $2,611 | $4,836-46.0% | $4,438-41.2% | $6,710-61.1% |
| Admin fee / account holder | $5,658 | $6,408-11.7% | $5,614+0.8% | $11,403-50.4% |