Filed December 19, 2011 (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 | $226,644 | $123,793+83.1% | $177,821+27.5% | $79,858+183.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.98% | 22.82%-1.8pp | 48.32%-27.3pp | 31.71%-10.7pp |
| Employer contribution / active EE | $4,358 | $4,095+6.4% | $5,918-26.4% | $2,471+76.4% |
| Participant deferral / active EE | $8,843 | $5,956+48.5% | $7,714+14.6% | $3,740+136.5% |
| Admin fee / account holder | $9,430 | $7,243+30.2% | $12,427-24.1% | $5,306+77.7% |