Filed February 1, 2012 (most recent of 4 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,967 | $57,281+538.9% | $86,612+322.5% | $75,163+386.9% |
| Participation rate | 87.3% | 63.2%+24.1pp | 71.7%+15.6pp | 67.2%+20.1pp |
| Annual return | 14.68% | 2670.75%-2656.1pp | 591.07%-576.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $16,621 | $2,314+618.1% | $3,022+449.9% | $2,670+522.5% |
| Participant deferral / active EE | $14,196 | $3,318+327.9% | $4,438+219.9% | $4,125+244.1% |
| Admin fee / account holder | $33,337 | $4,112+710.8% | $5,614+493.8% | $5,651+489.9% |