Filed August 21, 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 | $42,173 | $59,805-29.5% | $79,550-47.0% | $68,494-38.4% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.5%+19.0pp | 67.9%+20.6pp |
| Annual return | -17.37% | -12.30%-5.1pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $6,555 | $1,505+335.6% | $2,413+171.6% | $2,596+152.5% |
| Participant deferral / active EE | $6,482 | $3,024+114.3% | $3,985+62.6% | $4,027+60.9% |
| Admin fee / account holder | $4,992 | $4,835+3.3% | $6,832-26.9% | $5,403-7.6% |