Filed January 1, 2012
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 7-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 | $87,017 | $88,360-1.5% | $145,433-40.2% | $67,986+28.0% |
| Participation rate | 85.8% | 65.5%+20.4pp | 82.1%+3.7pp | 57.2%+28.6pp |
| Annual return | 19.64% | 63.15%-43.5pp | 66.58%-46.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $3,729 | $3,054+22.1% | $4,554-18.1% | $2,019+84.7% |
| Participant deferral / active EE | $12,077 | $5,932+103.6% | $7,897+52.9% | $3,358+259.6% |
| Admin fee / account holder | $13,142 | $3,313+296.6% | $13,129+0.1% | $3,203+310.3% |