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 | $64,511 | $53,777+20.0% | $134,143-51.9% | $79,858-19.2% |
| Participation rate | 98.0% | 58.8%+39.3pp | 72.2%+25.9pp | 69.6%+28.4pp |
| Annual return | 16.80% | 19.01%-2.2pp | 36.33%-19.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,112 | $1,321+135.6% | $3,704-16.0% | $2,471+26.0% |
| Participant deferral / active EE | $5,088 | $2,420+110.2% | $3,499+45.4% | $3,740+36.0% |
| Admin fee / account holder | $12,115 | $3,984+204.1% | $6,684+81.2% | $5,306+128.3% |