Filed December 14, 2011
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 | $165,883 | $49,177+237.3% | $79,464+108.8% | $64,186+158.4% |
| Participation rate | 97.6% | 65.0%+32.6pp | 73.3%+24.3pp | 69.6%+28.1pp |
| Annual return | 12.03% | -1.16%+13.2pp | 718.14%-706.1pp | 7.63%+4.4pp |
| Employer contribution / active EE | $6,400 | $2,076+208.2% | $2,800+128.5% | $2,381+168.8% |
| Participant deferral / active EE | $6,886 | $2,821+144.1% | $3,704+85.9% | $3,470+98.5% |
| Admin fee / account holder | $3,974 | $3,839+3.5% | $5,113-22.3% | $4,888-18.7% |