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 | $70,058 | $89,753-21.9% | $107,525-34.8% | $84,808-17.4% |
| Participation rate | 98.2% | 68.1%+30.1pp | 75.1%+23.1pp | 68.3%+29.9pp |
| Annual return | 14.22% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,596 | $3,113+15.5% | $3,754-4.2% | $2,631+36.7% |
| Participant deferral / active EE | $7,319 | $4,056+80.4% | $5,116+43.1% | $4,212+73.8% |
| Admin fee / account holder | $3,323 | $7,222-54.0% | $8,919-62.7% | $7,344-54.8% |