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 | $229,419 | $77,419+196.3% | $69,455+230.3% | $152,861+50.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 11.01% | 39.06%-28.1pp | 28.97%-18.0pp | 345.32%-334.3pp |
| Employer contribution / active EE | $17,791 | $3,315+436.6% | $2,779+540.2% | $4,762+273.6% |
| Participant deferral / active EE | $3,175 | $4,414-28.1% | $3,535-10.2% | $5,850-45.7% |
| Admin fee / account holder | $2,260 | $6,207-63.6% | $3,839-41.1% | $11,596-80.5% |