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 | $94,513 | $54,705+72.8% | $71,209+32.7% | $84,808+11.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.75% | 35.90%-21.1pp | 282.51%-267.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $11,668 | $2,158+440.7% | $2,721+328.8% | $2,631+343.5% |
| Participant deferral / active EE | $6,484 | $3,030+113.9% | $4,175+55.3% | $4,212+53.9% |
| Admin fee / account holder | $22,053 | $4,863+353.5% | $5,349+312.3% | $7,344+200.3% |