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 | $115,968 | $132,049-12.2% | $200,582-42.2% | $74,304+56.1% |
| Participation rate | 98.1% | 84.1%+14.1pp | 86.9%+11.3pp | 60.3%+37.8pp |
| Annual return | 14.85% | 22.22%-7.4pp | 42.33%-27.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,916 | $4,558-36.0% | $6,419-54.6% | $2,241+30.1% |
| Participant deferral / active EE | $4,921 | $7,213-31.8% | $9,331-47.3% | $3,767+30.6% |
| Admin fee / account holder | $4,858 | $2,405+102.0% | $16,305-70.2% | $2,969+63.6% |