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 | $215,415 | $27,641+679.3% | $61,373+251.0% | $68,494+214.5% |
| Participation rate | 81.6% | 39.5%+42.1pp | 52.6%+29.0pp | 67.9%+13.7pp |
| Annual return | -15.73% | -13.24%-2.5pp | 338.61%-354.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $9,806 | $695+1309.9% | $1,159+745.8% | $2,596+277.7% |
| Participant deferral / active EE | $9,030 | $1,263+614.9% | $2,125+325.0% | $4,027+124.2% |
| Admin fee / account holder | $8,234 | $2,010+309.7% | $2,130+286.6% | $5,403+52.4% |