Filed February 1, 2012 (most recent of 2 filings on file)
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 | $78,105 | $94,529-17.4% | $140,016-44.2% | $64,186+21.7% |
| Participation rate | 95.3% | 84.1%+11.2pp | 87.5%+7.8pp | 69.6%+25.7pp |
| Annual return | 6.23% | 7.77%-1.5pp | 651.12%-644.9pp | 7.63%-1.4pp |
| Employer contribution / active EE | $2,463 | $3,812-35.4% | $5,606-56.1% | $2,381+3.4% |
| Participant deferral / active EE | $3,943 | $5,250-24.9% | $6,927-43.1% | $3,470+13.7% |
| Admin fee / account holder | $9,673 | $6,741+43.5% | $10,705-9.6% | $4,888+97.9% |