Filed May 15, 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 | $35,534 | $94,529-62.4% | $140,016-74.6% | $64,186-44.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 87.5%+1.4pp | 69.6%+19.3pp |
| Annual return | -5.15% | 7.77%-12.9pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,650 | $3,812-30.5% | $5,606-52.7% | $2,381+11.3% |
| Participant deferral / active EE | $2,750 | $5,250-47.6% | $6,927-60.3% | $3,470-20.7% |
| Admin fee / account holder | $7,027 | $6,741+4.2% | $10,705-34.4% | $4,888+43.7% |