Filed December 2, 2012 (most recent of 3 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,274 | $55,472+86.2% | $155,567-33.6% | $74,546+38.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.97% | 268.72%-252.7pp | 64.74%-48.8pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $4,936 | $2,269+117.6% | $4,674+5.6% | $2,624+88.1% |
| Participant deferral / active EE | $3,971 | $2,838+39.9% | $5,628-29.4% | $4,347-8.7% |
| Admin fee / account holder | $1,638 | $1,743-6.0% | $15,916-89.7% | $1,944-15.7% |