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 | $84,254 | $48,265+74.6% | $68,791+22.5% | $68,494+23.0% |
| Participation rate | 92.5% | 60.7%+31.8pp | 69.0%+23.5pp | 67.9%+24.6pp |
| Annual return | -17.23% | -12.71%-4.5pp | -6.38%-10.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,901 | $1,829+3.9% | $2,655-28.4% | $2,596-26.8% |
| Participant deferral / active EE | $6,132 | $2,867+113.9% | $3,941+55.6% | $4,027+52.3% |
| Admin fee / account holder | $3,511 | $4,355-19.4% | $4,932-28.8% | $5,403-35.0% |