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 | $45,950 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,351 |
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 | $80,503 | $60,323+33.5% | $81,812-1.6% | $74,495+8.1% |
| Participation rate | 76.0% | 62.9%+13.2pp | 72.3%+3.7pp | 67.2%+8.8pp |
| Annual return | 14.27% | 16.90%-2.6pp | 773.79%-759.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,825 | $3,387+42.4% | $4,319+11.7% | $4,346+11.0% |
| Admin fee / account holder | $366 | $1,486-75.4% | $7,386-95.1% | $1,942-81.2% |