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 | $153,661 | $52,279+193.9% | $89,391+71.9% | $79,858+92.4% |
| Participation rate | 97.4% | 57.5%+39.8pp | 68.0%+29.4pp | 69.6%+27.7pp |
| Annual return | 13.69% | 22.16%-8.5pp | 245.62%-231.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $6,458 | $1,572+310.9% | $2,586+149.8% | $2,471+161.4% |
| Participant deferral / active EE | $13,195 | $2,740+381.5% | $3,890+239.2% | $3,740+252.8% |
| Admin fee / account holder | $23,366 | $3,356+596.2% | $4,881+378.7% | $5,306+340.4% |