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 | $149,658 | $64,707+131.3% | $112,228+33.4% | $68,494+118.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.83% | -11.40%-7.4pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,038 | $2,746+10.6% | $3,635-16.4% | $2,596+17.0% |
| Participant deferral / active EE | $5,894 | $3,565+65.3% | $4,728+24.7% | $4,027+46.4% |
| Admin fee / account holder | $11,716 | $5,232+123.9% | $6,410+82.8% | $5,403+116.8% |