Filed February 11, 2011
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 | $114,654 | $123,793-7.4% | $177,821-35.5% | $79,858+43.6% |
| Participation rate | 81.9% | 84.7%-2.7pp | 87.7%-5.8pp | 69.6%+12.3pp |
| Annual return | 15.27% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,925 | $4,095-28.6% | $5,918-50.6% | $2,471+18.4% |
| Participant deferral / active EE | $3,468 | $5,956-41.8% | $7,714-55.0% | $3,740-7.3% |
| Admin fee / account holder | $8,251 | $7,243+13.9% | $12,427-33.6% | $5,306+55.5% |