Filed March 12, 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 | $103,274 | $48,076+114.8% | $78,689+31.2% | $62,891+64.2% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | 6.77% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,916 | $2,015-4.9% | $2,851-32.8% | $2,281-16.0% |
| Participant deferral / active EE | $7,078 | $2,588+173.5% | $3,517+101.3% | $3,203+121.0% |
| Admin fee / account holder | $11,277 | $3,207+251.6% | $4,510+150.0% | $4,296+162.5% |