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 | $110,160 | $49,177+124.0% | $79,464+38.6% | $64,186+71.6% |
| Participation rate | 86.5% | 65.0%+21.5pp | 73.3%+13.2pp | 69.6%+17.0pp |
| Annual return | -4.57% | -1.16%-3.4pp | 718.14%-722.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,334 | $2,076+12.4% | $2,800-16.6% | $2,381-2.0% |
| Participant deferral / active EE | $7,925 | $2,821+180.9% | $3,704+114.0% | $3,470+128.4% |
| Admin fee / account holder | $2,094 | $3,839-45.5% | $5,113-59.0% | $4,888-57.2% |