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 | $23,999 | $89,355-73.1% | $141,162-83.0% | $72,985-67.1% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 30.88% | 111.85%-81.0pp | 71.39%-40.5pp | 81.00%-50.1pp |
| Employer contribution / active EE | $1,597 | $3,114-48.7% | $4,735-66.3% | $2,440-34.5% |
| Participant deferral / active EE | $4,006 | $5,418-26.1% | $6,709-40.3% | $3,607+11.1% |
| Admin fee / account holder | $6,262 | $5,958+5.1% | $10,261-39.0% | $5,124+22.2% |