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 | $85,009 | $110,094-22.8% | $151,611-43.9% | $68,494+24.1% |
| Participation rate | 89.2% | 84.0%+5.3pp | 87.5%+1.8pp | 67.9%+21.4pp |
| Annual return | -13.00% | -10.12%-2.9pp | 3.33%-16.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,899 | $4,471-35.1% | $6,166-53.0% | $2,596+11.7% |
| Participant deferral / active EE | $5,801 | $6,527-11.1% | $8,363-30.6% | $4,027+44.0% |
| Admin fee / account holder | $6,253 | $7,719-19.0% | $11,616-46.2% | $5,403+15.7% |