Filed July 21, 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 | $224,030 | $91,538+144.7% | $129,995+72.3% | $75,163+198.1% |
| Participation rate | 97.4% | 71.4%+25.9pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 25.47% | -631.11%+656.6pp | -137.18%+162.6pp | 160.62%-135.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,849 | $4,341+57.8% | $5,820+17.7% | $4,125+66.0% |
| Admin fee / account holder | $23,825 | $6,790+250.9% | $10,614+124.5% | $5,651+321.6% |