Filed July 14, 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 | $210,807 | $100,852+109.0% | $90,404+133.2% | $158,922+32.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.84% | 1724.20%-1710.4pp | 1293.02%-1279.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $7,836 | $3,689+112.5% | $3,262+140.2% | $4,761+64.6% |
| Participant deferral / active EE | $10,155 | $4,348+133.6% | $3,963+156.2% | $5,982+69.8% |
| Admin fee / account holder | $2,467 | $6,501-62.1% | $5,611-56.0% | $11,246-78.1% |