Filed November 8, 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 | $176,466 | $87,013+102.8% | $106,213+66.1% | $80,856+118.2% |
| Participation rate | 82.1% | 70.4%+11.7pp | 75.3%+6.8pp | 67.6%+14.5pp |
| Annual return | 12.61% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,959 | $2,395+23.5% | $3,171-6.7% | $2,755+7.4% |
| Participant deferral / active EE | $7,300 | $3,986+83.1% | $5,016+45.5% | $4,296+69.9% |
| Admin fee / account holder | $17,523 | $8,431+107.8% | $11,033+58.8% | $6,918+153.3% |