Filed December 19, 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.
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 | $107,697 | $137,414-21.6% | $189,513-43.2% | $85,850+25.4% |
| Participation rate | 95.5% | 84.6%+10.8pp | 87.8%+7.6pp | 69.3%+26.1pp |
| Annual return | 11.83% | 38.14%-26.3pp | 555.15%-543.3pp | 318.53%-306.7pp |
| Employer contribution / active EE | $4,768 | $4,344+9.7% | $6,162-22.6% | $2,565+85.9% |
| Participant deferral / active EE | $5,568 | $6,260-11.0% | $8,221-32.3% | $3,952+40.9% |
| Admin fee / account holder | $8,942 | $8,630+3.6% | $12,045-25.8% | $6,260+42.8% |