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 | $101,975 | $57,354+77.8% | $83,848+21.6% | $64,186+58.9% |
| Participation rate | 93.5% | 68.6%+24.9pp | 76.1%+17.3pp | 69.6%+23.9pp |
| Annual return | -7.17% | 11.38%-18.6pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,446 | $2,545-3.9% | $3,631-32.6% | $2,381+2.7% |
| Participant deferral / active EE | $5,547 | $2,993+85.3% | $4,082+35.9% | $3,470+59.9% |
| Admin fee / account holder | $564 | $4,046-86.1% | $5,478-89.7% | $4,888-88.5% |