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 | $41,083 | $73,867-44.4% | $143,757-71.4% | $68,494-40.0% |
| Participation rate | 70.8% | 66.7%+4.1pp | 80.3%-9.5pp | 67.9%+2.9pp |
| Annual return | -16.17% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,503 | $3,184-52.8% | $4,951-69.6% | $2,596-42.1% |
| Participant deferral / active EE | $3,386 | $3,3840% | $5,637-39.9% | $4,027-15.9% |
| Admin fee / account holder | $3,951 | $5,755-31.3% | $14,673-73.1% | $5,403-26.9% |