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 | $85,812 | $73,004+17.5% | $90,749-5.4% | $68,494+25.3% |
| Participation rate | 95.5% | 70.8%+24.7pp | 75.7%+19.8pp | 67.9%+27.6pp |
| Annual return | -14.94% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,261 | $2,193+94.3% | $2,921+45.9% | $2,596+64.1% |
| Participant deferral / active EE | $7,090 | $3,627+95.5% | $4,564+55.4% | $4,027+76.1% |
| Admin fee / account holder | $17,113 | $5,896+190.3% | $8,445+102.7% | $5,403+216.7% |