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 | $67,651 | $70,669-4.3% | $169,368-60.1% | $75,163-10.0% |
| Participation rate | 93.3% | 64.8%+28.5pp | 77.1%+16.2pp | 67.2%+26.1pp |
| Annual return | 15.15% | 36.36%-21.2pp | 405.60%-390.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $4,717 | $2,211+113.4% | $4,013+17.5% | $2,670+76.7% |
| Participant deferral / active EE | $9,491 | $4,311+120.2% | $6,221+52.5% | $4,125+130.1% |
| Admin fee / account holder | $9,972 | $5,402+84.6% | $9,003+10.8% | $5,651+76.5% |