Filed June 29, 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 | $132,269 | $105,181+25.8% | $159,436-17.0% | $85,850+54.1% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.8%+9.1pp | 69.3%+22.6pp |
| Annual return | 16.22% | 45.07%-28.9pp | 263.57%-247.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,432 | $3,318-56.9% | $4,829-70.4% | $2,565-44.2% |
| Participant deferral / active EE | $5,389 | $5,945-9.4% | $7,352-26.7% | $3,952+36.4% |
| Admin fee / account holder | $6,138 | $6,933-11.5% | $10,799-43.2% | $6,260-1.9% |