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 4-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 | $83,166 | $40,256+106.6% | $57,343+45.0% | $59,632+39.5% |
| Participation rate | 98.0% | 69.2%+28.8pp | 75.1%+22.9pp | 68.7%+29.3pp |
| Annual return | 3.79% | 27.49%-23.7pp | 24.39%-20.6pp | 2041.28%-2037.5pp |
| Employer contribution / active EE | $4,921 | $1,922+156.1% | $2,689+83.1% | $2,203+123.4% |
| Participant deferral / active EE | $6,823 | $2,399+184.4% | $3,162+115.8% | $3,192+113.8% |
| Admin fee / account holder | $2,207 | $2,818-21.7% | $3,356-34.2% | $4,297-48.6% |