Filed August 11, 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 | $185,025 | $76,552+141.7% | $123,892+49.3% | $62,891+194.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 16.00% | 18.68%-2.7pp | 47.52%-31.5pp | 20.14%-4.1pp |
| Employer contribution / active EE | $18,163 | $2,883+530.1% | $4,617+293.4% | $2,281+696.3% |
| Participant deferral / active EE | $12,030 | $4,840+148.6% | $5,984+101.0% | $3,203+275.6% |
| Admin fee / account holder | $2,092 | $4,826-56.7% | $8,357-75.0% | $4,296-51.3% |