Filed November 22, 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 | $45,960 | $80,753-43.1% | $136,294-66.3% | $62,292-26.2% |
| Participation rate | 71.0% | 73.5%-2.5pp | 81.9%-10.9pp | 69.5%+1.5pp |
| Annual return | 31.92% | 35.83%-3.9pp | 5155.94%-5124.0pp | 28.90%+3.0pp |
| Employer contribution / active EE | $1,330 | $2,884-53.9% | $4,695-71.7% | $2,042-34.9% |
| Participant deferral / active EE | $6,337 | $5,164+22.7% | $6,247+1.4% | $3,169+100.0% |
| Admin fee / account holder | $1,981 | $525+277.0% | $9,243-78.6% | $479+313.3% |