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 | $96,648 | $109,359-11.6% | $162,163-40.4% | $72,985+32.4% |
| Participation rate | 86.1% | 84.3%+1.9pp | 87.6%-1.4pp | 69.5%+16.6pp |
| Annual return | 18.19% | 25.46%-7.3pp | 115.59%-97.4pp | 81.00%-62.8pp |
| Employer contribution / active EE | $4,604 | $3,907+17.8% | $5,614-18.0% | $2,440+88.7% |
| Participant deferral / active EE | $2,725 | $5,481-50.3% | $7,298-62.7% | $3,607-24.5% |
| Admin fee / account holder | $1,772 | $7,972-77.8% | $10,843-83.7% | $5,124-65.4% |