Filed May 13, 2011
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 | $56,370 | $71,883-21.6% | $86,677-35.0% | $68,494-17.7% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | -12.32% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $4,500 | $2,173+107.1% | $2,836+58.7% | $2,596+73.3% |
| Participant deferral / active EE | $4,519 | $3,779+19.6% | $4,656-2.9% | $4,027+12.2% |
| Admin fee / account holder | $28,553 | $6,112+367.2% | $7,493+281.0% | $5,403+428.5% |