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 | $37,284 | $54,762-31.9% | $90,281-58.7% | $72,985-48.9% |
| Participation rate | 98.4% | 65.1%+33.3pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | 19.48% | 30.63%-11.1pp | 78.10%-58.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,442 | $2,092-31.1% | $2,854-49.5% | $2,440-40.9% |
| Participant deferral / active EE | $3,508 | $2,887+21.5% | $3,885-9.7% | $3,607-2.7% |
| Admin fee / account holder | $421 | $3,972-89.4% | $5,351-92.1% | $5,124-91.8% |