Filed July 21, 2011
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 | $77,651 | $100,041-22.4% | $149,718-48.1% | $70,131+10.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.39% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,043 | $3,662-44.2% | $5,445-62.5% | $2,342-12.8% |
| Participant deferral / active EE | $3,413 | $4,983-31.5% | $6,569-48.0% | $3,332+2.5% |
| Admin fee / account holder | $1,512 | $8,286-81.8% | $11,283-86.6% | $4,645-67.5% |