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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,574 | $91,552+29.5% | $133,956-11.5% | $79,858+48.5% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.6pp |
| Annual return | 13.76% | 61.85%-48.1pp | 45.09%-31.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $283 | $2,384-88.1% | $3,919-92.8% | $2,471-88.6% |
| Participant deferral / active EE | $5,608 | $3,733+50.2% | $5,048+11.1% | $3,740+49.9% |
| Admin fee / account holder | $4,705 | $6,321-25.6% | $8,927-47.3% | $5,306-11.3% |