Filed December 8, 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 | $216,767 | $85,022+155.0% | $70,515+207.4% | $139,434+55.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.68% | 30.38%-11.7pp | 32.77%-14.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $12,120 | $3,909+210.1% | $2,973+307.6% | $4,751+155.1% |
| Participant deferral / active EE | $19,073 | $5,890+223.8% | $4,567+317.7% | $6,710+184.2% |
| Admin fee / account holder | $4,806 | $8,906-46.0% | $6,412-25.1% | $11,403-57.9% |