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 | $159,760 | $60,124+165.7% | $90,404+76.7% | $79,858+100.1% |
| Participation rate | 84.6% | 65.0%+19.6pp | 72.7%+11.9pp | 69.6%+15.0pp |
| Annual return | 17.27% | 71.94%-54.7pp | 1293.02%-1275.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,309 | $2,068+11.7% | $3,262-29.2% | $2,471-6.5% |
| Participant deferral / active EE | $8,395 | $2,938+185.7% | $3,963+111.8% | $3,740+124.4% |
| Admin fee / account holder | $3,855 | $3,976-3.1% | $5,611-31.3% | $5,306-27.4% |