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 | $81,332 | $99,640-18.4% | $86,436-5.9% | $134,475-39.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -13.26% | 6782.58%-6795.8pp | 4394.89%-4408.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $114,299 | $4,400+2497.4% | $3,769+2932.9% | $4,740+2311.5% |
| Participant deferral / active EE | $7,634 | $7,246+5.3% | $6,952+9.8% | $6,400+19.3% |
| Admin fee / account holder | $6,827 | $8,371-18.4% | $6,731+1.4% | $11,426-40.2% |