Filed March 9, 2010
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $153,420 | $58,208+163.6% | $81,812+87.5% | $80,856+89.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.88% | 41.66%-32.8pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,856 | $2,340+107.5% | $2,912+66.8% | $2,755+76.3% |
| Participant deferral / active EE | $8,339 | $3,281+154.2% | $4,319+93.1% | $4,296+94.1% |
| Admin fee / account holder | $43,846 | $4,981+780.2% | $7,386+493.6% | $6,918+533.8% |