Filed February 3, 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 | $108,408 | $180,449-39.9% | $154,107-29.7% | $135,375-19.9% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | 27.61% | 888.09%-860.5pp | 735.12%-707.5pp | 519.73%-492.1pp |
| Employer contribution / active EE | $5,890 | $6,035-2.4% | $5,298+11.2% | $4,779+23.3% |
| Participant deferral / active EE | $16,179 | $5,806+178.7% | $5,081+218.5% | $5,609+188.5% |
| Admin fee / account holder | $7,693 | $16,143-52.3% | $13,411-42.6% | $10,827-28.9% |