Filed February 11, 2011
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,788 | $82,978+14.2% | $129,995-27.1% | $71,457+32.6% |
| Participation rate | 74.2% | 74.1%+0.2pp | 78.5%-4.2pp | 67.9%+6.3pp |
| Annual return | 16.22% | 20.60%-4.4pp | -137.18%+153.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,859 | $4,432+9.6% | $5,820-16.5% | $4,289+13.3% |
| Admin fee / account holder | $4,555 | $1,729+163.5% | $10,614-57.1% | $1,587+187.0% |