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 | $114,474 | $76,367+49.9% | $93,606+22.3% | $72,985+56.8% |
| Participation rate | 95.9% | 71.7%+24.2pp | 75.8%+20.1pp | 69.5%+26.4pp |
| Annual return | 17.34% | 25.82%-8.5pp | 32.76%-15.4pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,441 | $2,275+7.3% | $2,718-10.2% | $2,440+0.1% |
| Participant deferral / active EE | $7,026 | $3,538+98.6% | $4,069+72.7% | $3,607+94.8% |
| Admin fee / account holder | $2,471 | $6,838-63.9% | $7,888-68.7% | $5,124-51.8% |