Filed June 7, 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 | $121,995 | $81,208+50.2% | $98,907+23.3% | $79,858+52.8% |
| Participation rate | 96.7% | 72.5%+24.2pp | 76.0%+20.7pp | 69.6%+27.1pp |
| Annual return | 15.75% | 60.99%-45.2pp | 196.43%-180.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,722 | $1,960+90.0% | $2,689+38.4% | $2,471+50.7% |
| Participant deferral / active EE | $5,450 | $3,265+66.9% | $4,244+28.4% | $3,740+45.7% |
| Admin fee / account holder | $5,086 | $6,013-15.4% | $6,642-23.4% | $5,306-4.1% |