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 | $163,022 | $60,022+171.6% | $88,946+83.3% | $84,808+92.2% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 14.55% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $7,933 | $1,703+365.9% | $2,555+210.5% | $2,631+201.5% |
| Participant deferral / active EE | $13,165 | $3,114+322.8% | $4,581+187.4% | $4,212+212.6% |
| Admin fee / account holder | $34,688 | $4,811+621.0% | $8,261+319.9% | $7,344+372.3% |