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 | $75,266 | $39,122+92.4% | $57,179+31.6% | $62,891+19.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.52% | 9.23%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,784 | $1,874+155.3% | $2,682+78.3% | $2,281+109.7% |
| Participant deferral / active EE | $6,635 | $2,374+179.5% | $3,096+114.3% | $3,203+107.1% |
| Admin fee / account holder | $11,436 | $2,592+341.2% | $3,139+264.3% | $4,296+166.2% |