Filed August 8, 2012 (most recent of 2 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 | $168,326 | $84,487+99.2% | $125,339+34.3% | $66,914+151.6% |
| Participation rate | 87.3% | 76.4%+10.9pp | 82.4%+4.9pp | 69.8%+17.5pp |
| Annual return | -15.75% | -8.39%-7.4pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,127 | $3,553-68.3% | $4,814-76.6% | $2,544-55.7% |
| Participant deferral / active EE | $9,235 | $6,781+36.2% | $7,446+24.0% | $4,237+118.0% |
| Admin fee / account holder | $13,610 | $685+1886.8% | $10,010+36.0% | $593+2194.1% |