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 | $74,518 | $87,013-14.4% | $106,213-29.8% | $80,856-7.8% |
| Participation rate | 93.8% | 70.4%+23.3pp | 75.3%+18.5pp | 67.6%+26.1pp |
| Annual return | 10.53% | 17.05%-6.5pp | 116.14%-105.6pp | 35.59%-25.1pp |
| Employer contribution / active EE | $4,557 | $2,395+90.3% | $3,171+43.7% | $2,755+65.4% |
| Participant deferral / active EE | $6,530 | $3,986+63.8% | $5,016+30.2% | $4,296+52.0% |
| Admin fee / account holder | $25,665 | $8,431+204.4% | $11,033+132.6% | $6,918+271.0% |