Filed September 13, 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 | $68,781 | $94,529-27.2% | $140,016-50.9% | $64,186+7.2% |
| Participation rate | 97.5% | 84.1%+13.4pp | 87.5%+10.0pp | 69.6%+27.9pp |
| Annual return | -5.13% | 7.77%-12.9pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,778 | $3,812-53.4% | $5,606-68.3% | $2,381-25.3% |
| Participant deferral / active EE | $3,431 | $5,250-34.7% | $6,927-50.5% | $3,470-1.1% |
| Admin fee / account holder | $12,285 | $6,741+82.2% | $10,705+14.8% | $4,888+151.3% |