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 | $44,024 | $148,534-70.4% | $135,903-67.6% | $139,434-68.4% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 18.58% | 79.19%-60.6pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,098 | $5,243-60.0% | $4,856-56.8% | $4,751-55.8% |
| Participant deferral / active EE | $6,774 | $8,100-16.4% | $7,758-12.7% | $6,710+0.9% |
| Admin fee / account holder | $6,134 | $12,400-50.5% | $10,762-43.0% | $11,403-46.2% |