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 | $146,267-24.9% | $197,124-44.2% | $82,448+33.3% |
| Participation rate | 96.3% | 84.0%+12.3pp | 86.7%+9.6pp | 68.1%+28.3pp |
| Annual return | 18.35% | 29.61%-11.3pp | 44.34%-26.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,776 | $4,723-41.2% | $6,227-55.4% | $2,551+8.8% |
| Participant deferral / active EE | $5,629 | $7,035-20.0% | $9,135-38.4% | $4,139+36.0% |
| Admin fee / account holder | $12,903 | $14,422-10.5% | $16,298-20.8% | $7,234+78.4% |