Filed January 3, 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.)
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 | $101,681 | $43,327+134.7% | $59,878+69.8% | $64,186+58.4% |
| Participation rate | 89.6% | 69.2%+20.4pp | 74.7%+14.9pp | 69.6%+20.0pp |
| Annual return | -5.21% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,238 | $2,028+108.9% | $2,722+55.7% | $2,381+78.0% |
| Participant deferral / active EE | $4,604 | $2,546+80.8% | $3,402+35.3% | $3,470+32.7% |
| Admin fee / account holder | $4,823 | $3,005+60.5% | $3,590+34.3% | $4,888-1.3% |