Filed October 27, 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 | $124,022 | $48,046+158.1% | $84,611+46.6% | $72,985+69.9% |
| Participation rate | 90.7% | 57.6%+33.1pp | 68.2%+22.4pp | 69.5%+21.2pp |
| Annual return | 23.75% | 37.38%-13.6pp | 258.74%-235.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $4,490 | $1,602+180.3% | $2,652+69.3% | $2,440+84.0% |
| Participant deferral / active EE | $9,543 | $2,680+256.0% | $3,899+144.8% | $3,607+164.5% |
| Admin fee / account holder | $18,825 | $3,395+454.5% | $4,912+283.2% | $5,124+267.4% |