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 | $102,600 | $93,571+9.6% | $135,903-24.5% | $75,163+36.5% |
| Participation rate | 81.3% | 75.2%+6.1pp | 81.9%-0.7pp | 67.2%+14.1pp |
| Annual return | 16.74% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,426 | $3,537-59.7% | $4,856-70.6% | $2,670-46.6% |
| Participant deferral / active EE | $4,062 | $6,404-36.6% | $7,758-47.6% | $4,125-1.5% |
| Admin fee / account holder | $4,470 | $6,975-35.9% | $10,762-58.5% | $5,651-20.9% |