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 | $103,057 | $64,324+60.2% | $118,925-13.3% | $79,858+29.1% |
| Participation rate | 82.8% | 64.9%+17.9pp | 75.4%+7.4pp | 69.6%+13.1pp |
| Annual return | 12.83% | 86.45%-73.6pp | 35.88%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $5,523 | $1,836+200.8% | $3,263+69.3% | $2,471+123.5% |
| Participant deferral / active EE | $3,011 | $2,824+6.6% | $4,265-29.4% | $3,740-19.5% |
| Admin fee / account holder | $4,600 | $4,040+13.9% | $6,581-30.1% | $5,306-13.3% |