Filed August 10, 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 | $17,943 | $75,828-76.3% | $147,614-87.8% | $59,632-69.9% |
| Participation rate | 72.4% | 71.6%+0.8pp | 84.6%-12.2pp | 68.7%+3.7pp |
| Annual return | -1.69% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,019 | $3,485-70.8% | $5,564-81.7% | $2,203-53.8% |
| Participant deferral / active EE | $2,048 | $3,130-34.6% | $4,895-58.2% | $3,192-35.8% |
| Admin fee / account holder | $3,543 | $5,985-40.8% | $11,611-69.5% | $4,297-17.5% |