Filed February 10, 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 | $88,184 | $94,529-6.7% | $140,016-37.0% | $64,186+37.4% |
| Participation rate | 88.6% | 84.1%+4.5pp | 87.5%+1.1pp | 69.6%+19.0pp |
| Annual return | -3.81% | 7.77%-11.6pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $4,355 | $3,812+14.2% | $5,606-22.3% | $2,381+82.9% |
| Participant deferral / active EE | $2,627 | $5,250-50.0% | $6,927-62.1% | $3,470-24.3% |
| Admin fee / account holder | $25,637 | $6,741+280.3% | $10,705+139.5% | $4,888+424.5% |