Filed September 13, 2010 (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 | $76,649 | $136,307-43.8% | $177,821-56.9% | $73,488+4.3% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.7%+7.3pp | 70.7%+24.3pp |
| Annual return | 15.10% | 18.68%-3.6pp | 48.32%-33.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,143 | $3,712-42.3% | $5,918-63.8% | $2,270-5.6% |
| Participant deferral / active EE | $3,464 | $5,829-40.6% | $7,714-55.1% | $3,740-7.4% |
| Admin fee / account holder | $5,681 | $596+854.0% | $12,427-54.3% | $513+1007.3% |