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 | $56,396 | $72,012-21.7% | $185,823-69.7% | $79,858-29.4% |
| Participation rate | 83.7% | 65.8%+17.9pp | 78.0%+5.6pp | 69.6%+14.0pp |
| Annual return | 17.08% | 23.12%-6.0pp | 35.95%-18.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,492 | $1,965+77.7% | $4,087-14.6% | $2,471+41.3% |
| Participant deferral / active EE | $6,860 | $3,779+81.5% | $5,632+21.8% | $3,740+83.4% |
| Admin fee / account holder | $7,945 | $4,513+76.1% | $9,500-16.4% | $5,306+49.7% |