Filed July 13, 2010 (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.)
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 | $34,864 | $56,484-38.3% | $169,463-79.4% | $64,186-45.7% |
| Participation rate | 94.7% | 64.5%+30.2pp | 77.8%+17.0pp | 69.6%+25.2pp |
| Annual return | -5.55% | -1.55%-4.0pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,621 | $1,832+97.6% | $4,159-12.9% | $2,381+52.1% |
| Participant deferral / active EE | $6,718 | $3,448+94.9% | $5,277+27.3% | $3,470+93.6% |
| Admin fee / account holder | $5,384 | $4,174+29.0% | $9,109-40.9% | $4,888+10.1% |