Filed February 5, 2012
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 | $88,157 | $48,230+82.8% | $67,502+30.6% | $80,856+9.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.09% | 18.28%-4.2pp | 3512.12%-3498.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,032 | $2,020+0.6% | $2,731-25.6% | $2,755-26.2% |
| Participant deferral / active EE | $6,213 | $2,924+112.5% | $4,000+55.3% | $4,296+44.6% |
| Admin fee / account holder | $3,983 | $3,681+8.2% | $3,998-0.4% | $6,918-42.4% |