Filed December 6, 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 | $96,420 | $62,586+54.1% | $76,768+25.6% | $64,186+50.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 6.48% | -1.95%+8.4pp | 2.43%+4.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $2,101 | $1,832+14.7% | $2,485-15.4% | $2,381-11.7% |
| Participant deferral / active EE | $2,198 | $3,145-30.1% | $3,852-42.9% | $3,470-36.6% |
| Admin fee / account holder | $924 | $4,667-80.2% | $6,675-86.2% | $4,888-81.1% |