Filed July 3, 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 | $83,895 | $52,884+58.6% | $84,750-1.0% | $55,167+52.1% |
| Participation rate | 90.5% | 67.5%+23.0pp | 76.6%+13.9pp | 69.0%+21.5pp |
| Annual return | 7.06% | 18.03%-11.0pp | 22.78%-15.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,640 | $2,233-26.6% | $3,574-54.1% | $1,963-16.4% |
| Participant deferral / active EE | $4,001 | $2,644+51.3% | $3,712+7.8% | $3,054+31.0% |
| Admin fee / account holder | $1,444 | $581+148.7% | $5,332-72.9% | $504+186.6% |