Filed July 19, 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 | $78,463 | $93,182-15.8% | $146,665-46.5% | $79,386-1.2% |
| Participation rate | 97.3% | 76.4%+20.8pp | 80.1%+17.2pp | 70.7%+26.6pp |
| Annual return | 25.10% | 21.61%+3.5pp | 22.74%+2.4pp | 116.85%-91.8pp |
| Employer contribution / active EE | $3,486 | $2,420+44.1% | $4,136-15.7% | $2,427+43.6% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3,146 | $585+437.7% | $10,280-69.4% | $626+402.2% |