Filed December 14, 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 | $133,400 | $62,672+112.9% | $185,117-27.9% | $70,131+90.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 14.53% | 40.79%-26.3pp | 40.50%-26.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $7,033 | $1,753+301.2% | $4,182+68.2% | $2,342+200.3% |
| Participant deferral / active EE | $3,076 | $3,272-6.0% | $5,045-39.0% | $3,332-7.7% |
| Admin fee / account holder | $4,172 | $3,932+6.1% | $8,159-48.9% | $4,645-10.2% |