Filed November 1, 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 | $63,010 | $65,685-4.1% | $57,179+10.2% | $273,961-77.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.42% | 21.99%-16.6pp | 14.59%-9.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $6,510 | $3,279+98.6% | $2,682+142.7% | $4,869+33.7% |
| Participant deferral / active EE | $11,551 | $3,782+205.4% | $3,096+273.1% | $5,287+118.5% |
| Admin fee / account holder | $321 | $4,835-93.4% | $3,139-89.8% | $10,132-96.8% |