Filed December 14, 2012
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 | $32,924 | $43,423-24.2% | $78,689-58.2% | $55,167-40.3% |
| Participation rate | 89.8% | 68.0%+21.7pp | 73.6%+16.2pp | 69.0%+20.8pp |
| Annual return | 8.71% | 11.53%-2.8pp | 62.18%-53.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $537 | $1,997-73.1% | $2,851-81.2% | $1,963-72.6% |
| Participant deferral / active EE | $3,251 | $2,509+29.6% | $3,517-7.6% | $3,054+6.4% |
| Admin fee / account holder | $2,679 | $416+543.8% | $4,510-40.6% | $504+431.7% |