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 | $92,467 | $87,841+5.3% | $133,980-31.0% | $62,891+47.0% |
| Participation rate | 87.2% | 83.4%+3.8pp | 87.1%+0.1pp | 69.3%+17.9pp |
| Annual return | 14.87% | 12.05%+2.8pp | 29.30%-14.4pp | 20.14%-5.3pp |
| Employer contribution / active EE | $4,326 | $3,483+24.2% | $5,211-17.0% | $2,281+89.7% |
| Participant deferral / active EE | $4,450 | $4,812-7.5% | $6,282-29.2% | $3,203+38.9% |
| Admin fee / account holder | $13,072 | $5,371+143.4% | $9,324+40.2% | $4,296+204.3% |