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 | $90,395 | $61,660+46.6% | $80,019+13.0% | $64,186+40.8% |
| Participation rate | 92.6% | 71.7%+20.9pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | -4.42% | -0.33%-4.1pp | 11.22%-15.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,967 | $1,810+8.6% | $2,468-20.3% | $2,381-17.4% |
| Participant deferral / active EE | $7,062 | $2,968+138.0% | $3,686+91.6% | $3,470+103.5% |
| Admin fee / account holder | $8,136 | $5,417+50.2% | $6,521+24.8% | $4,888+66.5% |