Filed February 13, 2013
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,433 | $45,035+71.9% | $62,995+22.9% | $70,131+10.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.66% | 18.76%-8.1pp | 87.57%-76.9pp | 73.14%-62.5pp |
| Employer contribution / active EE | $4,319 | $2,051+110.5% | $2,759+56.5% | $2,342+84.4% |
| Participant deferral / active EE | $4,153 | $2,465+68.5% | $3,329+24.7% | $3,332+24.7% |
| Admin fee / account holder | $1,463 | $2,834-48.4% | $3,600-59.4% | $4,645-68.5% |