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 | $83,135 | $217,402-61.8% | $185,823-55.3% | $167,490-50.4% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 21.96% | 148.36%-126.4pp | 122.05%-100.1pp | 478.56%-456.6pp |
| Employer contribution / active EE | $7,831 | $5,873+33.3% | $5,167+51.5% | $4,837+61.9% |
| Participant deferral / active EE | $18,349 | $6,356+188.7% | $5,568+229.5% | $6,341+189.4% |
| Admin fee / account holder | $15,452 | $19,811-22.0% | $16,237-4.8% | $12,309+25.5% |