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 | $99,292 | $122,239-18.8% | $184,203-46.1% | $74,495+33.3% |
| Participation rate | 97.2% | 85.5%+11.8pp | 86.8%+10.4pp | 67.2%+30.0pp |
| Annual return | 13.79% | 19.95%-6.2pp | 28.81%-15.0pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,530 | $4,537-44.2% | $6,427-60.6% | $2,623-3.5% |
| Participant deferral / active EE | $4,231 | $7,139-40.7% | $9,131-53.7% | $4,346-2.6% |
| Admin fee / account holder | $5,307 | $1,260+321.3% | $13,901-61.8% | $1,942+173.3% |