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 | $66,628 | $79,449-16.1% | $189,557-64.9% | $85,850-22.4% |
| Participation rate | 90.7% | 66.0%+24.7pp | 78.4%+12.3pp | 69.3%+21.4pp |
| Annual return | 12.71% | 18.45%-5.7pp | 64.17%-51.5pp | 318.53%-305.8pp |
| Employer contribution / active EE | $3,634 | $2,081+74.6% | $4,412-17.6% | $2,565+41.7% |
| Participant deferral / active EE | $6,956 | $4,051+71.7% | $6,174+12.7% | $3,952+76.0% |
| Admin fee / account holder | $3,826 | $5,377-28.9% | $9,807-61.0% | $6,260-38.9% |