Filed March 1, 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 | $83,050 | $78,705+5.5% | $117,854-29.5% | $70,131+18.4% |
| Participation rate | 96.7% | 73.2%+23.5pp | 79.7%+17.0pp | 69.5%+27.1pp |
| Annual return | 16.47% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,631 | $2,223+18.3% | $3,786-30.5% | $2,342+12.3% |
| Participant deferral / active EE | $4,455 | $3,297+35.1% | $4,482-0.6% | $3,332+33.7% |
| Admin fee / account holder | $5,655 | $5,065+11.6% | $8,020-29.5% | $4,645+21.7% |