Filed May 20, 2012 (most recent of 5 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 | $40,065 | $109,359-63.4% | $162,163-75.3% | $72,985-45.1% |
| Participation rate | 90.7% | 84.3%+6.4pp | 87.6%+3.1pp | 69.5%+21.2pp |
| Annual return | 31.81% | 25.46%+6.3pp | 115.59%-83.8pp | 81.00%-49.2pp |
| Employer contribution / active EE | $2,114 | $3,907-45.9% | $5,614-62.3% | $2,440-13.3% |
| Participant deferral / active EE | $3,104 | $5,481-43.4% | $7,298-57.5% | $3,607-14.0% |
| Admin fee / account holder | $841 | $7,972-89.4% | $10,843-92.2% | $5,124-83.6% |