Filed March 17, 2010
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,070 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,864 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,031 | $58,264+20.2% | $86,612-19.1% | $71,457-2.0% |
| Participation rate | 77.1% | 65.0%+12.1pp | 71.7%+5.4pp | 67.9%+9.2pp |
| Annual return | 18.99% | 21.63%-2.6pp | 591.07%-572.1pp | 28.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,562 | $3,436+32.8% | $4,438+2.8% | $4,289+6.4% |
| Admin fee / account holder | $342 | $1,057-67.6% | $5,614-93.9% | $1,587-78.4% |