Filed January 25, 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 10-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 | $133,550 | $30,732+334.6% | $59,496+124.5% | $59,632+124.0% |
| Participation rate | 85.3% | 43.2%+42.1pp | 54.6%+30.7pp | 68.7%+16.6pp |
| Annual return | -1.13% | 4.47%-5.6pp | 182.05%-183.2pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $9,347 | $631+1382.0% | $1,153+710.8% | $2,203+324.4% |
| Participant deferral / active EE | $7,331 | $1,183+519.7% | $1,829+300.7% | $3,192+129.7% |
| Admin fee / account holder | $4,835 | $2,136+126.3% | $2,232+116.6% | $4,297+12.5% |