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 | $78,062 | $77,314+1.0% | $177,989-56.1% | $80,856-3.5% |
| Participation rate | 88.6% | 65.7%+22.9pp | 77.1%+11.5pp | 67.6%+20.9pp |
| Annual return | 12.68% | 18.09%-5.4pp | 294.48%-281.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,352 | $2,292+89.9% | $3,949+10.2% | $2,755+58.0% |
| Participant deferral / active EE | $8,783 | $4,411+99.1% | $6,276+39.9% | $4,296+104.4% |
| Admin fee / account holder | $10,710 | $7,191+48.9% | $10,363+3.3% | $6,918+54.8% |