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 | $94,735 | $45,035+110.4% | $62,995+50.4% | $70,131+35.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.06% | 18.76%-3.7pp | 87.57%-72.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $5,492 | $2,051+167.7% | $2,759+99.1% | $2,342+134.5% |
| Participant deferral / active EE | $7,477 | $2,465+203.4% | $3,329+124.6% | $3,332+124.4% |
| Admin fee / account holder | $998 | $2,834-64.8% | $3,600-72.3% | $4,645-78.5% |