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 | $202,722 | $56,053+261.7% | $75,972+166.8% | $80,856+150.7% |
| Participation rate | 97.1% | 62.0%+35.0pp | 69.1%+28.0pp | 67.6%+29.4pp |
| Annual return | 14.59% | 20.53%-5.9pp | 359.55%-345.0pp | 35.59%-21.0pp |
| Employer contribution / active EE | $11,853 | $1,874+532.4% | $2,685+341.5% | $2,755+330.3% |
| Participant deferral / active EE | $14,429 | $3,052+372.8% | $4,255+239.1% | $4,296+235.9% |
| Admin fee / account holder | $54,911 | $5,234+949.2% | $6,467+749.1% | $6,918+693.7% |