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 | $130,032 | $48,795+166.5% | $65,493+98.5% | $84,808+53.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.14% | 20.20%-6.1pp | 982.45%-968.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,128 | $1,930+165.8% | $2,574+99.2% | $2,631+94.9% |
| Participant deferral / active EE | $7,167 | $2,928+144.7% | $3,961+80.9% | $4,212+70.2% |
| Admin fee / account holder | $534 | $3,877-86.2% | $5,028-89.4% | $7,344-92.7% |