Filed November 30, 2012
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,632 | $94,529-78.2% | $140,016-85.3% | $64,186-67.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.76% | 7.77%-9.5pp | 651.12%-652.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,922 | $3,812+2.9% | $5,606-30.0% | $2,381+64.7% |
| Participant deferral / active EE | $4,783 | $5,250-8.9% | $6,927-31.0% | $3,470+37.9% |
| Admin fee / account holder | $3,180 | $6,741-52.8% | $10,705-70.3% | $4,888-34.9% |