Filed June 17, 2013
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 | $83,476 | $58,851+41.8% | $115,157-27.5% | $72,985+14.4% |
| Participation rate | 97.1% | 65.5%+31.6pp | 75.9%+21.2pp | 69.5%+27.7pp |
| Annual return | 20.46% | 23.16%-2.7pp | 35.60%-15.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $5,404 | $1,798+200.6% | $3,179+70.0% | $2,440+121.5% |
| Participant deferral / active EE | $4,562 | $2,643+72.6% | $4,168+9.4% | $3,607+26.5% |
| Admin fee / account holder | $14,160 | $6,370+122.3% | $7,088+99.8% | $5,124+176.3% |