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 | $118,651 | $81,248+46.0% | $155,509-23.7% | $80,856+46.7% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 13.75% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $5,218 | $3,100+68.3% | $4,672+11.7% | $2,755+89.4% |
| Participant deferral / active EE | $6,078 | $3,452+76.1% | $5,626+8.0% | $4,296+41.5% |
| Admin fee / account holder | $8,776 | $7,997+9.7% | $15,912-44.8% | $6,918+26.9% |