Filed December 17, 2010
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,135 | $48,277+148.8% | $67,511+77.9% | $80,874+48.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.76% | 18.27%-6.5pp | 3517.41%-3505.6pp | 35.62%-23.9pp |
| Employer contribution / active EE | $4,770 | $2,021+136.0% | $2,733+74.6% | $2,756+73.1% |
| Participant deferral / active EE | $6,736 | $2,926+130.2% | $4,000+68.4% | $4,297+56.8% |
| Admin fee / account holder | $368 | $3,687-90.0% | $3,999-90.8% | $6,935-94.7% |