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 | $107,826 | $88,083+22.4% | $164,813-34.6% | $74,495+44.7% |
| Participation rate | 88.0% | 73.0%+14.9pp | 78.6%+9.4pp | 67.2%+20.8pp |
| Annual return | 15.81% | 17.26%-1.5pp | 69.93%-54.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,020 | $2,593-22.1% | $4,341-53.5% | $2,623-23.0% |
| Participant deferral / active EE | $5,449 | $4,498+21.2% | $6,031-9.7% | $4,346+25.4% |
| Admin fee / account holder | $10,975 | $2,234+391.3% | $12,690-13.5% | $1,942+465.2% |