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 | $106,412 | $148,978-28.6% | $200,582-46.9% | $84,808+25.5% |
| Participation rate | 97.6% | 84.2%+13.3pp | 86.9%+10.7pp | 68.3%+29.2pp |
| Annual return | 18.93% | 28.16%-9.2pp | 42.33%-23.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $5,490 | $4,815+14.0% | $6,419-14.5% | $2,631+108.7% |
| Participant deferral / active EE | $3,780 | $7,142-47.1% | $9,331-59.5% | $4,212-10.2% |
| Admin fee / account holder | $9,527 | $13,977-31.8% | $16,305-41.6% | $7,344+29.7% |