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 | $116,196 | $53,127+118.7% | $86,590+34.2% | $70,131+65.7% |
| Participation rate | 88.2% | 65.3%+22.9pp | 73.5%+14.7pp | 69.5%+18.7pp |
| Annual return | 14.66% | 27.66%-13.0pp | 964.84%-950.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,130 | $2,068+3.0% | $2,839-25.0% | $2,342-9.1% |
| Participant deferral / active EE | $7,530 | $2,696+179.3% | $3,609+108.7% | $3,332+126.0% |
| Admin fee / account holder | $10,607 | $3,585+195.8% | $4,906+116.2% | $4,645+128.3% |