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 | $86,886 | $51,175+69.8% | $70,515+23.2% | $75,163+15.6% |
| Participation rate | 97.3% | 60.9%+36.4pp | 68.3%+28.9pp | 67.2%+30.1pp |
| Annual return | 14.73% | 30.02%-15.3pp | 32.77%-18.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,118 | $1,826+16.0% | $2,973-28.8% | $2,670-20.7% |
| Participant deferral / active EE | $6,779 | $2,849+137.9% | $4,567+48.4% | $4,125+64.3% |
| Admin fee / account holder | $12,444 | $4,091+204.2% | $6,412+94.1% | $5,651+120.2% |