Filed December 29, 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 | $69,099 | $80,812-14.5% | $160,784-57.0% | $82,448-16.2% |
| Participation rate | 84.6% | 66.2%+18.4pp | 77.0%+7.7pp | 68.1%+16.5pp |
| Annual return | 14.86% | 100.59%-85.7pp | 1803.92%-1789.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,991 | $2,174-8.4% | $3,733-46.7% | $2,551-21.9% |
| Participant deferral / active EE | $4,199 | $4,335-3.1% | $6,293-33.3% | $4,139+1.4% |
| Admin fee / account holder | $6,663 | $7,695-13.4% | $9,717-31.4% | $7,234-7.9% |