Filed September 1, 2010 (most recent of 2 filings on file)
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 | $74,885 | $87,841-14.7% | $133,980-44.1% | $62,891+19.1% |
| Participation rate | 94.2% | 83.4%+10.8pp | 87.1%+7.1pp | 69.3%+24.9pp |
| Annual return | 10.35% | 12.05%-1.7pp | 29.30%-18.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $4,032 | $3,483+15.8% | $5,211-22.6% | $2,281+76.8% |
| Participant deferral / active EE | $4,244 | $4,812-11.8% | $6,282-32.4% | $3,203+32.5% |
| Admin fee / account holder | $1,938 | $5,371-63.9% | $9,324-79.2% | $4,296-54.9% |