Filed June 14, 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 | $102,539 | $63,346+61.9% | $92,233+11.2% | $70,131+46.2% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 19.47% | 530.12%-510.6pp | 176.28%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,199 | $2,471-11.0% | $3,679-40.2% | $2,342-6.1% |
| Participant deferral / active EE | $5,880 | $2,854+106.1% | $3,897+50.9% | $3,332+76.5% |
| Admin fee / account holder | $5,758 | $3,840+49.9% | $5,194+10.9% | $4,645+24.0% |