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 | $106,373 | $183,519-42.0% | $155,509-31.6% | $145,922-27.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.92% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.4pp |
| Employer contribution / active EE | $9,189 | $5,313+73.0% | $4,672+96.7% | $4,660+97.2% |
| Participant deferral / active EE | $19,946 | $6,462+208.6% | $5,626+254.5% | $6,688+198.3% |
| Admin fee / account holder | $5,432 | $19,313-71.9% | $15,912-65.9% | $13,397-59.5% |