Filed March 26, 2013
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 | $98,817 | $91,190+8.4% | $178,490-44.6% | $79,858+23.7% |
| Participation rate | 90.1% | 69.2%+20.9pp | 81.9%+8.2pp | 69.6%+20.5pp |
| Annual return | 22.88% | 24.19%-1.3pp | 151.07%-128.2pp | 31.71%-8.8pp |
| Employer contribution / active EE | $3,436 | $3,256+5.5% | $5,011-31.4% | $2,471+39.1% |
| Participant deferral / active EE | $4,092 | $3,236+26.4% | $5,202-21.3% | $3,740+9.4% |
| Admin fee / account holder | $2,276 | $6,751-66.3% | $13,984-83.7% | $5,306-57.1% |