Filed October 17, 2012 (most recent of 4 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,737 | $132,239-74.5% | $105,722-68.1% | $273,961-87.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.47% | 10.07%-3.6pp | 12.25%-5.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $29,680 | $4,867+509.9% | $4,079+627.6% | $4,869+509.6% |
| Participant deferral / active EE | $53,426 | $6,233+757.2% | $5,326+903.2% | $5,287+910.5% |
| Admin fee / account holder | $36,945 | $12,032+207.0% | $8,308+344.7% | $10,132+264.6% |