Filed October 13, 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.)
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 | $216,063 | $93,571+130.9% | $135,903+59.0% | $75,163+187.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.48% | 30.90%-19.4pp | 68.23%-56.8pp | 160.62%-149.1pp |
| Employer contribution / active EE | $12,120 | $3,537+242.7% | $4,856+149.6% | $2,670+354.0% |
| Participant deferral / active EE | $10,021 | $6,404+56.5% | $7,758+29.2% | $4,125+142.9% |
| Admin fee / account holder | $1,594 | $6,975-77.2% | $10,762-85.2% | $5,651-71.8% |