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 | $80,383 | $109,359-26.5% | $162,163-50.4% | $72,985+10.1% |
| Participation rate | 92.9% | 84.3%+8.7pp | 87.6%+5.4pp | 69.5%+23.5pp |
| Annual return | 21.79% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,871 | $3,907-52.1% | $5,614-66.7% | $2,440-23.3% |
| Participant deferral / active EE | $3,491 | $5,481-36.3% | $7,298-52.2% | $3,607-3.2% |
| Admin fee / account holder | $1,151 | $7,972-85.6% | $10,843-89.4% | $5,124-77.5% |