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 | $100,904 | $67,606+49.3% | $82,313+22.6% | $70,131+43.9% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 15.60% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,559 | $1,755+45.8% | $2,428+5.4% | $2,342+9.2% |
| Participant deferral / active EE | $3,369 | $2,987+12.8% | $3,706-9.1% | $3,332+1.1% |
| Admin fee / account holder | $7,576 | $4,512+67.9% | $5,608+35.1% | $4,645+63.1% |