Filed January 4, 2011 (most recent of 5 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 | $195,605 | $69,010+183.4% | $159,960+22.3% | $68,494+185.6% |
| Participation rate | 92.3% | 65.4%+26.9pp | 78.0%+14.4pp | 67.9%+24.4pp |
| Annual return | -16.25% | -9.65%-6.6pp | 408.60%-424.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,079 | $2,213-6.1% | $4,226-50.8% | $2,596-19.9% |
| Participant deferral / active EE | $12,908 | $4,212+206.5% | $6,182+108.8% | $4,027+220.5% |
| Admin fee / account holder | $2,874 | $4,798-40.1% | $8,698-67.0% | $5,403-46.8% |