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 | $154,837 | $54,350+184.9% | $82,719+87.2% | $68,494+126.1% |
| Participation rate | 74.5% | 63.9%+10.6pp | 72.6%+2.0pp | 67.9%+6.6pp |
| Annual return | -17.58% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,511 | $2,218+13.2% | $3,009-16.5% | $2,596-3.3% |
| Participant deferral / active EE | $9,493 | $3,246+192.5% | $4,395+116.0% | $4,027+135.7% |
| Admin fee / account holder | $14,053 | $4,395+219.7% | $5,329+163.7% | $5,403+160.1% |