Filed September 11, 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.)
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 | $30,453 | $60,165-49.4% | $74,183-58.9% | $55,167-44.8% |
| Participation rate | 91.0% | 74.2%+16.8pp | 76.6%+14.4pp | 69.0%+22.0pp |
| Annual return | 7.11% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,221 | $1,600-23.7% | $2,370-48.5% | $1,963-37.8% |
| Participant deferral / active EE | $3,862 | $2,973+29.9% | $3,550+8.8% | $3,054+26.5% |
| Admin fee / account holder | $2,539 | $419+505.6% | $5,586-54.5% | $504+403.9% |