Filed August 17, 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.)
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 | $151,591 | $123,793+22.5% | $177,821-14.8% | $79,858+89.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.94% | 22.82%-0.9pp | 48.32%-26.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $6,277 | $4,095+53.3% | $5,918+6.1% | $2,471+154.1% |
| Participant deferral / active EE | $6,872 | $5,956+15.4% | $7,714-10.9% | $3,740+83.7% |
| Admin fee / account holder | $2,324 | $7,243-67.9% | $12,427-81.3% | $5,306-56.2% |