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 | $95,557 | $53,516+78.6% | $126,539-24.5% | $84,808+12.7% |
| Participation rate | 84.4% | 58.2%+26.1pp | 69.8%+14.6pp | 68.3%+16.1pp |
| Annual return | 15.61% | 58.34%-42.7pp | 425.95%-410.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,777 | $1,535+80.9% | $3,674-24.4% | $2,631+5.5% |
| Participant deferral / active EE | $5,153 | $2,671+93.0% | $4,083+26.2% | $4,212+22.4% |
| Admin fee / account holder | $16,376 | $4,497+264.2% | $6,065+170.0% | $7,344+123.0% |