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 | $102,723 | $130,194-21.1% | $169,993-39.6% | $71,457+43.8% |
| Participation rate | 84.3% | 86.1%-1.8pp | 87.0%-2.7pp | 67.9%+16.4pp |
| Annual return | 20.23% | 20.37%-0.1pp | 53.37%-33.1pp | 28.85%-8.6pp |
| Employer contribution / active EE | $3,295 | $4,381-24.8% | $6,785-51.4% | $2,588+27.4% |
| Participant deferral / active EE | $5,797 | $6,923-16.3% | $10,408-44.3% | $4,289+35.2% |
| Admin fee / account holder | $8,192 | $966+748.3% | $12,815-36.1% | $1,587+416.1% |