Filed April 29, 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 7-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 | $78,479 | $56,199+39.6% | $67,652+16.0% | $59,632+31.6% |
| Participation rate | 89.8% | 71.5%+18.3pp | 75.7%+14.1pp | 68.7%+21.1pp |
| Annual return | 1.80% | 18505.31%-18503.5pp | 6625.04%-6623.2pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $2,970 | $1,614+84.0% | $2,266+31.1% | $2,203+34.9% |
| Participant deferral / active EE | $3,706 | $2,844+30.3% | $3,560+4.1% | $3,192+16.1% |
| Admin fee / account holder | $13,356 | $3,958+237.4% | $4,821+177.1% | $4,297+210.8% |