Filed November 29, 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 | $42,807 | $64,707-33.8% | $112,228-61.9% | $68,494-37.5% |
| Participation rate | 73.4% | 67.2%+6.3pp | 75.1%-1.6pp | 67.9%+5.5pp |
| Annual return | -16.83% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,867 | $2,746+4.4% | $3,635-21.1% | $2,596+10.4% |
| Participant deferral / active EE | $5,989 | $3,565+68.0% | $4,728+26.7% | $4,027+48.7% |
| Admin fee / account holder | $1,168 | $5,232-77.7% | $6,410-81.8% | $5,403-78.4% |