Filed February 5, 2013 (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 | $57,761 | $94,529-38.9% | $140,016-58.7% | $64,186-10.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.01% | 7.77%-11.8pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,346 | $3,812-38.5% | $5,606-58.1% | $2,381-1.5% |
| Participant deferral / active EE | $3,248 | $5,250-38.1% | $6,927-53.1% | $3,470-6.4% |
| Admin fee / account holder | $2,254 | $6,741-66.6% | $10,705-78.9% | $4,888-53.9% |