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 | $76,139 | $79,944-4.8% | $98,439-22.7% | $75,163+1.3% |
| Participation rate | 93.4% | 70.4%+23.1pp | 75.2%+18.3pp | 67.2%+26.3pp |
| Annual return | 13.24% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.4pp |
| Employer contribution / active EE | $5,469 | $2,264+141.6% | $3,048+79.4% | $2,670+104.8% |
| Participant deferral / active EE | $7,459 | $3,752+98.8% | $4,738+57.4% | $4,125+80.8% |
| Admin fee / account holder | $29,572 | $6,840+332.4% | $8,948+230.5% | $5,651+423.3% |