Filed December 17, 2010
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,707 | $53,127+63.2% | $86,590+0.1% | $70,131+23.6% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 11.13% | 27.66%-16.5pp | 964.84%-953.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $8,649 | $2,068+318.2% | $2,839+204.6% | $2,342+269.2% |
| Participant deferral / active EE | $4,325 | $2,696+60.4% | $3,609+19.8% | $3,332+29.8% |
| Admin fee / account holder | $3,554 | $3,585-0.9% | $4,906-27.6% | $4,645-23.5% |