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 | $133,417 | $132,049+1.0% | $200,582-33.5% | $74,304+79.6% |
| Participation rate | 91.1% | 84.1%+7.0pp | 86.9%+4.2pp | 60.3%+30.7pp |
| Annual return | 14.72% | 22.22%-7.5pp | 42.33%-27.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,627 | $4,558-20.4% | $6,419-43.5% | $2,241+61.8% |
| Participant deferral / active EE | $6,724 | $7,213-6.8% | $9,331-27.9% | $3,767+78.5% |
| Admin fee / account holder | $2,806 | $2,405+16.7% | $16,305-82.8% | $2,969-5.5% |