Filed October 27, 2010
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 | $132,765 | $49,922+165.9% | $80,569+64.8% | $75,163+76.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.07% | 34.69%-16.6pp | 935.43%-917.4pp | 160.62%-142.5pp |
| Employer contribution / active EE | $7,867 | $1,698+363.3% | $2,723+188.9% | $2,670+194.7% |
| Participant deferral / active EE | $12,439 | $2,990+316.0% | $4,447+179.7% | $4,125+201.5% |
| Admin fee / account holder | $4,791 | $3,577+33.9% | $5,377-10.9% | $5,651-15.2% |