Filed March 25, 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 | $206,954 | $73,867+180.2% | $143,757+44.0% | $68,494+202.1% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | 6.92% | 1.01%+5.9pp | -0.04%+7.0pp | -7.84%+14.8pp |
| Employer contribution / active EE | $6,661 | $3,184+109.2% | $4,951+34.5% | $2,596+156.6% |
| Participant deferral / active EE | $8,464 | $3,384+150.1% | $5,637+50.1% | $4,027+110.2% |
| Admin fee / account holder | $17,214 | $5,755+199.1% | $14,673+17.3% | $5,403+218.6% |