Filed July 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 | $78,264 | $39,122+100.1% | $57,179+36.9% | $62,891+24.4% |
| Participation rate | 96.7% | 70.5%+26.2pp | 75.3%+21.4pp | 69.3%+27.4pp |
| Annual return | 1.53% | 9.23%-7.7pp | 14.59%-13.1pp | 20.14%-18.6pp |
| Employer contribution / active EE | $1,098 | $1,874-41.4% | $2,682-59.1% | $2,281-51.9% |
| Participant deferral / active EE | $5,197 | $2,374+118.9% | $3,096+67.8% | $3,203+62.2% |
| Admin fee / account holder | $4,818 | $2,592+85.9% | $3,139+53.5% | $4,296+12.2% |