Filed October 4, 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.)
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 | $109,904 | $148,978-26.2% | $200,582-45.2% | $84,808+29.6% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.5pp | 68.3%+28.0pp |
| Annual return | 18.35% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,776 | $4,815-42.4% | $6,419-56.8% | $2,631+5.5% |
| Participant deferral / active EE | $5,629 | $7,142-21.2% | $9,331-39.7% | $4,212+33.7% |
| Admin fee / account holder | $12,903 | $13,977-7.7% | $16,305-20.9% | $7,344+75.7% |