Filed December 2, 2012 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,010 | $58,851-35.4% | $115,157-67.0% | $72,985-47.9% |
| Participation rate | 78.3% | 65.5%+12.7pp | 75.9%+2.4pp | 69.5%+8.8pp |
| Annual return | 3.02% | 23.16%-20.1pp | 35.60%-32.6pp | 81.00%-78.0pp |
| Employer contribution / active EE | $2,687 | $1,798+49.4% | $3,179-15.5% | $2,440+10.1% |
| Participant deferral / active EE | $1,997 | $2,643-24.4% | $4,168-52.1% | $3,607-44.6% |
| Admin fee / account holder | $1,996 | $6,370-68.7% | $7,088-71.8% | $5,124-61.1% |