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 | $54,322 | $99,020-45.1% | $86,590-37.3% | $147,584-63.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.65% | 1312.34%-1292.7pp | 964.84%-945.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $7,498 | $3,132+139.4% | $2,839+164.1% | $4,876+53.8% |
| Participant deferral / active EE | $5,073 | $3,972+27.7% | $3,609+40.6% | $5,439-6.7% |
| Admin fee / account holder | $4,161 | $5,710-27.1% | $4,906-15.2% | $10,885-61.8% |