Filed January 26, 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 | $148,967 | $39,122+280.8% | $57,179+160.5% | $62,891+136.9% |
| Participation rate | 98.5% | 70.5%+28.0pp | 75.3%+23.2pp | 69.3%+29.2pp |
| Annual return | 5.61% | 9.23%-3.6pp | 14.59%-9.0pp | 20.14%-14.5pp |
| Employer contribution / active EE | $5,484 | $1,874+192.6% | $2,682+104.4% | $2,281+140.4% |
| Participant deferral / active EE | $8,574 | $2,374+261.2% | $3,096+176.9% | $3,203+167.7% |
| Admin fee / account holder | $1,209 | $2,592-53.4% | $3,139-61.5% | $4,296-71.9% |