Filed May 9, 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 | $66,419 | $66,302+0.2% | $110,238-39.7% | $56,287+18.0% |
| Participation rate | 88.0% | 74.9%+13.1pp | 79.8%+8.2pp | 69.9%+18.1pp |
| Annual return | -4.57% | -1.18%-3.4pp | 314.74%-319.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,592 | $2,047-22.2% | $3,826-58.4% | $2,111-24.6% |
| Participant deferral / active EE | $3,752 | $3,381+11.0% | $4,672-19.7% | $3,350+12.0% |
| Admin fee / account holder | $5,259 | $698+652.9% | $8,547-38.5% | $521+909.5% |