Filed December 23, 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 | $87,371 | $55,706+56.8% | $75,886+15.1% | $72,985+19.7% |
| Participation rate | 97.4% | 61.1%+36.2pp | 69.3%+28.1pp | 69.5%+27.9pp |
| Annual return | 25.02% | 27.59%-2.6pp | 30.76%-5.7pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,613 | $1,687-4.4% | $2,500-35.5% | $2,440-33.9% |
| Participant deferral / active EE | $6,085 | $2,634+131.0% | $3,603+68.9% | $3,607+68.7% |
| Admin fee / account holder | $8,757 | $3,978+120.1% | $5,418+61.6% | $5,124+70.9% |