Filed December 2, 2011 (most recent of 3 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 | $164,938 | $46,553+254.3% | $64,056+157.5% | $75,163+119.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.05% | 26.03%-6.0pp | 33.69%-13.6pp | 160.62%-140.6pp |
| Employer contribution / active EE | $6,195 | $1,974+213.9% | $2,747+125.5% | $2,670+132.0% |
| Participant deferral / active EE | $9,853 | $2,837+247.3% | $3,880+153.9% | $4,125+138.8% |
| Admin fee / account holder | $2,783 | $2,952-5.7% | $3,068-9.3% | $5,651-50.8% |