Filed February 24, 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 | $100,752 | $76,367+31.9% | $93,606+7.6% | $72,985+38.0% |
| Participation rate | 95.4% | 71.7%+23.6pp | 75.8%+19.6pp | 69.5%+25.9pp |
| Annual return | 24.30% | 25.82%-1.5pp | 32.76%-8.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,761 | $2,275+65.3% | $2,718+38.4% | $2,440+54.2% |
| Participant deferral / active EE | $6,439 | $3,538+82.0% | $4,069+58.3% | $3,607+78.5% |
| Admin fee / account holder | $13,021 | $6,838+90.4% | $7,888+65.1% | $5,124+154.1% |