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 | $153,369 | $32,037+378.7% | $69,182+121.7% | $62,891+143.9% |
| Participation rate | 85.3% | 43.4%+41.9pp | 55.1%+30.2pp | 69.3%+16.0pp |
| Annual return | 6.12% | 15.16%-9.0pp | -21.93%+28.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $9,746 | $679+1335.0% | $1,206+708.0% | $2,281+327.3% |
| Participant deferral / active EE | $6,855 | $1,185+478.3% | $1,897+261.4% | $3,203+114.0% |
| Admin fee / account holder | $4,864 | $2,608+86.5% | $2,697+80.4% | $4,296+13.2% |