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 | $56,121 | $54,350+3.3% | $82,719-32.2% | $68,494-18.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.07% | -13.67%-1.4pp | 701.18%-716.3pp | -7.84%-7.2pp |
| Employer contribution / active EE | $11,344 | $2,218+411.4% | $3,009+277.0% | $2,596+336.9% |
| Participant deferral / active EE | $7,551 | $3,246+132.6% | $4,395+71.8% | $4,027+87.5% |
| Admin fee / account holder | $5,954 | $4,395+35.5% | $5,329+11.7% | $5,403+10.2% |