Filed December 6, 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 | $199,263 | $69,518+186.6% | $59,878+232.8% | $135,375+47.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -1.00% | 7.94%-8.9pp | 3.46%-4.5pp | 519.73%-520.7pp |
| Employer contribution / active EE | $11,697 | $3,235+261.6% | $2,722+329.8% | $4,779+144.8% |
| Participant deferral / active EE | $2,171 | $4,206-48.4% | $3,402-36.2% | $5,609-61.3% |
| Admin fee / account holder | $3,407 | $5,734-40.6% | $3,590-5.1% | $10,827-68.5% |