Filed February 10, 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 | $22,207 | $77,813-71.5% | $123,544-82.0% | $64,186-65.4% |
| Participation rate | 75.9% | 74.7%+1.2pp | 82.3%-6.4pp | 69.6%+6.3pp |
| Annual return | -1.72% | 12.48%-14.2pp | 119.20%-120.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $3,104 | $3,014+3.0% | $4,628-32.9% | $2,381+30.4% |
| Participant deferral / active EE | $4,343 | $5,240-17.1% | $6,426-32.4% | $3,470+25.2% |
| Admin fee / account holder | $7,326 | $5,519+32.8% | $9,284-21.1% | $4,888+49.9% |