Filed March 24, 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 | $46,661 | $94,529-50.6% | $140,016-66.7% | $64,186-27.3% |
| Participation rate | 97.8% | 84.1%+13.7pp | 87.5%+10.3pp | 69.6%+28.2pp |
| Annual return | -5.37% | 7.77%-13.1pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,278 | $3,812+12.2% | $5,606-23.7% | $2,381+79.7% |
| Participant deferral / active EE | $2,582 | $5,250-50.8% | $6,927-62.7% | $3,470-25.6% |
| Admin fee / account holder | $4,962 | $6,741-26.4% | $10,705-53.6% | $4,888+1.5% |