Filed August 11, 2012
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 | $215,633 | $63,861+237.7% | $104,607+106.1% | $79,858+170.0% |
| Participation rate | 96.9% | 64.9%+32.0pp | 74.1%+22.8pp | 69.6%+27.2pp |
| Annual return | 28.46% | 21.30%+7.2pp | 340.46%-312.0pp | 31.71%-3.3pp |
| Employer contribution / active EE | $6,391 | $1,588+302.4% | $2,681+138.4% | $2,471+158.7% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,674 | $4,185-60.0% | $6,473-74.1% | $5,306-68.5% |