Filed December 27, 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 | $43,002 | $209,832-79.5% | $189,513-77.3% | $167,490-74.3% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 10.80% | 748.27%-737.5pp | 555.15%-544.4pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,109 | $6,914-69.5% | $6,162-65.8% | $4,837-56.4% |
| Participant deferral / active EE | $5,125 | $8,935-42.6% | $8,221-37.7% | $6,341-19.2% |
| Admin fee / account holder | $3,554 | $14,293-75.1% | $12,045-70.5% | $12,309-71.1% |