Filed May 5, 2010
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 41-2142497 | Advisory (Plan) | $66,821 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $24,934 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,510 | $59,584+127.4% | $86,874+56.0% | $79,386+70.7% |
| Participation rate | 94.6% | 67.7%+27.0pp | 71.6%+23.0pp | 70.7%+23.9pp |
| Annual return | 15.66% | 23.15%-7.5pp | 63.52%-47.9pp | 116.85%-101.2pp |
| Employer contribution / active EE | $5,983 | $1,768+238.5% | $2,495+139.8% | $2,427+146.5% |
| Participant deferral / active EE | $5,791 | $3,036+90.7% | $3,699+56.6% | $4,046+43.1% |
| Admin fee / account holder | $335 | $604-44.6% | $5,828-94.3% | $626-46.5% |