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 | $154,468 | $56,114+175.3% | $96,139+60.7% | $85,850+79.9% |
| Participation rate | 95.7% | 56.7%+38.9pp | 68.4%+27.2pp | 69.3%+26.3pp |
| Annual return | 13.93% | 42.30%-28.4pp | 191.94%-178.0pp | 318.53%-304.6pp |
| Employer contribution / active EE | $4,781 | $1,620+195.2% | $2,797+70.9% | $2,565+86.4% |
| Participant deferral / active EE | $11,762 | $2,859+311.4% | $4,349+170.5% | $3,952+197.6% |
| Admin fee / account holder | $13,356 | $3,768+254.4% | $5,537+141.2% | $6,260+113.4% |