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 | $135,454 | $73,004+85.5% | $90,749+49.3% | $68,494+97.8% |
| Participation rate | 89.1% | 70.8%+18.3pp | 75.7%+13.4pp | 67.9%+21.2pp |
| Annual return | -16.14% | -13.81%-2.3pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,194 | $2,1930% | $2,921-24.9% | $2,596-15.5% |
| Participant deferral / active EE | $8,022 | $3,627+121.2% | $4,564+75.8% | $4,027+99.2% |
| Admin fee / account holder | $702 | $5,896-88.1% | $8,445-91.7% | $5,403-87.0% |