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 | $72,927 | $102,553-28.9% | $151,611-51.9% | $66,914+9.0% |
| Participation rate | 96.2% | 85.5%+10.7pp | 87.5%+8.7pp | 69.8%+26.4pp |
| Annual return | -16.89% | -10.82%-6.1pp | 3.33%-20.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,533 | $4,180-39.4% | $6,166-58.9% | $2,544-0.4% |
| Participant deferral / active EE | $4,293 | $6,641-35.4% | $8,363-48.7% | $4,237+1.3% |
| Admin fee / account holder | $3,618 | $630+474.4% | $11,616-68.9% | $593+509.8% |