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 | $22,849 | $76,000-69.9% | $154,107-85.2% | $64,186-64.4% |
| Participation rate | 76.5% | 70.4%+6.1pp | 83.0%-6.6pp | 69.6%+6.9pp |
| Annual return | -7.60% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,408 | $3,351-58.0% | $5,298-73.4% | $2,381-40.9% |
| Participant deferral / active EE | $3,183 | $3,175+0.2% | $5,081-37.4% | $3,470-8.3% |
| Admin fee / account holder | $2,434 | $5,596-56.5% | $13,411-81.9% | $4,888-50.2% |