Filed February 5, 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 9-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 | $105,134 | $60,349+74.2% | $74,183+41.7% | $62,891+67.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.66% | 21.37%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,592 | $1,680-5.3% | $2,370-32.8% | $2,281-30.2% |
| Participant deferral / active EE | $3,722 | $2,856+30.3% | $3,550+4.8% | $3,203+16.2% |
| Admin fee / account holder | $4,089 | $4,261-4.0% | $5,586-26.8% | $4,296-4.8% |