Filed December 28, 2010 (most recent of 3 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 | $100,898 | $67,411+49.7% | $91,001+10.9% | $70,131+43.9% |
| Participation rate | 92.0% | 71.4%+20.6pp | 75.6%+16.4pp | 69.5%+22.5pp |
| Annual return | 14.38% | -40.16%+54.5pp | 4.60%+9.8pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,927 | $1,786+7.9% | $2,456-21.5% | $2,342-17.7% |
| Participant deferral / active EE | $5,817 | $2,823+106.1% | $3,547+64.0% | $3,332+74.6% |
| Admin fee / account holder | $3,761 | $4,236-11.2% | $5,417-30.6% | $4,645-19.0% |