Filed May 4, 2010 (most recent of 2 filings on file)
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 3-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 | $84,931 | $82,032+3.5% | $123,104-31.0% | $59,632+42.4% |
| Participation rate | 92.5% | 83.2%+9.3pp | 86.8%+5.8pp | 68.7%+23.9pp |
| Annual return | 1.63% | 5.12%-3.5pp | 13.22%-11.6pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $4,840 | $3,297+46.8% | $5,151-6.0% | $2,203+119.8% |
| Participant deferral / active EE | $5,079 | $4,667+8.8% | $6,230-18.5% | $3,192+59.1% |
| Admin fee / account holder | $553 | $5,881-90.6% | $9,015-93.9% | $4,297-87.1% |