Filed July 28, 2012 (most recent of 4 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 | $73,786 | $63,346+16.5% | $92,233-20.0% | $70,131+5.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 7.24% | 530.12%-522.9pp | 176.28%-169.0pp | 73.14%-65.9pp |
| Employer contribution / active EE | $3,518 | $2,471+42.4% | $3,679-4.4% | $2,342+50.2% |
| Participant deferral / active EE | $2,240 | $2,854-21.5% | $3,897-42.5% | $3,332-32.8% |
| Admin fee / account holder | $3,619 | $3,840-5.8% | $5,194-30.3% | $4,645-22.1% |