Filed October 27, 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 | $101,456 | $87,841+15.5% | $133,980-24.3% | $62,891+61.3% |
| Participation rate | 98.1% | 83.4%+14.7pp | 87.1%+11.0pp | 69.3%+28.8pp |
| Annual return | 6.61% | 12.05%-5.4pp | 29.30%-22.7pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,651 | $3,483-23.9% | $5,211-49.1% | $2,281+16.2% |
| Participant deferral / active EE | $4,510 | $4,812-6.3% | $6,282-28.2% | $3,203+40.8% |
| Admin fee / account holder | $6,048 | $5,371+12.6% | $9,324-35.1% | $4,296+40.8% |