Filed July 13, 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 | $45,758 | $65,395-30.0% | $182,532-74.9% | $72,985-37.3% |
| Participation rate | 88.1% | 65.4%+22.7pp | 78.0%+10.2pp | 69.5%+18.6pp |
| Annual return | 18.63% | 27.68%-9.1pp | 148.54%-129.9pp | 81.00%-62.4pp |
| Employer contribution / active EE | $3,333 | $1,911+74.4% | $4,076-18.2% | $2,440+36.6% |
| Participant deferral / active EE | $5,821 | $3,563+63.4% | $5,524+5.4% | $3,607+61.4% |
| Admin fee / account holder | $3,750 | $4,245-11.6% | $8,592-56.4% | $5,124-26.8% |