Filed March 1, 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.
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 | $47,719 | $90,503-47.3% | $78,689-39.4% | $273,961-82.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.60% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $10,888 | $3,176+242.8% | $2,851+282.0% | $4,869+123.6% |
| Participant deferral / active EE | $5,199 | $3,901+33.3% | $3,517+47.8% | $5,287-1.7% |
| Admin fee / account holder | $24,211 | $5,263+360.0% | $4,510+436.8% | $10,132+139.0% |