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 | $134,074 | $65,395+105.0% | $182,532-26.5% | $72,985+83.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 18.30% | 27.68%-9.4pp | 148.54%-130.2pp | 81.00%-62.7pp |
| Employer contribution / active EE | $6,818 | $1,911+256.8% | $4,076+67.3% | $2,440+179.5% |
| Participant deferral / active EE | $3,965 | $3,563+11.3% | $5,524-28.2% | $3,607+9.9% |
| Admin fee / account holder | $29,760 | $4,245+601.1% | $8,592+246.4% | $5,124+480.8% |