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 | $241,631 | $60,892+296.8% | $82,389+193.3% | $84,808+184.9% |
| Participation rate | 97.0% | 63.3%+33.7pp | 69.5%+27.4pp | 68.3%+28.7pp |
| Annual return | 16.13% | 37.29%-21.2pp | 28.67%-12.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $10,834 | $1,779+508.9% | $2,517+330.4% | $2,631+311.8% |
| Participant deferral / active EE | $14,867 | $3,179+367.7% | $4,155+257.8% | $4,212+253.0% |
| Admin fee / account holder | $1,695 | $5,467-69.0% | $7,231-76.6% | $7,344-76.9% |