Filed July 8, 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 | $82,919 | $77,145+7.5% | $108,410-23.5% | $85,850-3.4% |
| Participation rate | 88.5% | 74.7%+13.8pp | 80.1%+8.3pp | 69.3%+19.1pp |
| Annual return | 13.68% | 44.54%-30.9pp | 905.27%-891.6pp | 318.53%-304.9pp |
| Employer contribution / active EE | $6,819 | $2,379+186.6% | $3,558+91.6% | $2,565+165.8% |
| Participant deferral / active EE | $5,928 | $5,566+6.5% | $6,563-9.7% | $3,952+50.0% |
| Admin fee / account holder | $12,211 | $5,172+136.1% | $7,295+67.4% | $6,260+95.1% |