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 | $83,902-17.6% | $167,512-58.8% | $84,808-18.5% |
| Participation rate | 84.6% | 66.5%+18.2pp | 77.1%+7.6pp | 68.3%+16.3pp |
| Annual return | 14.86% | 91.55%-76.7pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,991 | $2,264-12.0% | $3,882-48.7% | $2,631-24.3% |
| Participant deferral / active EE | $4,199 | $4,442-5.5% | $6,405-34.4% | $4,212-0.3% |
| Admin fee / account holder | $6,663 | $7,915-15.8% | $9,769-31.8% | $7,344-9.3% |