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 | $48,277+82.6% | $67,511+30.6% | $80,874+9.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.09% | 18.27%-4.2pp | 3517.41%-3503.3pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,032 | $2,021+0.5% | $2,733-25.6% | $2,756-26.3% |
| Participant deferral / active EE | $6,213 | $2,926+112.3% | $4,000+55.3% | $4,297+44.6% |
| Admin fee / account holder | $3,983 | $3,687+8.0% | $3,999-0.4% | $6,935-42.6% |