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.
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 | $59,909 | $54,762+9.4% | $90,281-33.6% | $72,985-17.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.49% | 30.63%-6.1pp | 78.10%-53.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $10,322 | $2,092+393.3% | $2,854+261.6% | $2,440+323.1% |
| Participant deferral / active EE | $6,312 | $2,887+118.7% | $3,885+62.5% | $3,607+75.0% |
| Admin fee / account holder | $3,964 | $3,972-0.2% | $5,351-25.9% | $5,124-22.6% |