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 | $153,328 | $96,635+58.7% | $86,612+77.0% | $139,434+10.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.22% | 106.41%-88.2pp | 591.07%-572.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $8,958 | $3,263+174.5% | $3,022+196.4% | $4,751+88.6% |
| Participant deferral / active EE | $10,797 | $4,836+123.3% | $4,438+143.3% | $6,710+60.9% |
| Admin fee / account holder | $10,862 | $6,408+69.5% | $5,614+93.5% | $11,403-4.7% |