Filed July 8, 2010 (most recent of 4 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 | $80,270 | $817,678-90.2% | $392,568-79.6% | $152,861-47.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.1%+7.7pp | 82.4%+3.3pp |
| Annual return | 19.86% | 22.84%-3.0pp | 24.42%-4.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,541 | $5,502-72.0% | $3,783-59.3% | $4,762-67.6% |
| Participant deferral / active EE | $4,810 | $8,398-42.7% | $5,985-19.6% | $5,850-17.8% |
| Admin fee / account holder | $3,237 | $12,095-73.2% | $6,260-48.3% | $11,596-72.1% |