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 | $83,717 | $130,194-35.7% | $169,993-50.8% | $71,457+17.2% |
| Participation rate | 94.5% | 86.1%+8.4pp | 87.0%+7.5pp | 67.9%+26.6pp |
| Annual return | 17.50% | 20.37%-2.9pp | 53.37%-35.9pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,707 | $4,381-38.2% | $6,785-60.1% | $2,588+4.6% |
| Participant deferral / active EE | $4,658 | $6,923-32.7% | $10,408-55.2% | $4,289+8.6% |
| Admin fee / account holder | $5,520 | $966+471.6% | $12,815-56.9% | $1,587+247.7% |