Filed February 23, 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 | $191,020 | $63,764+199.6% | $81,930+133.2% | $79,858+139.2% |
| Participation rate | 94.7% | 67.5%+27.2pp | 72.0%+22.7pp | 69.6%+25.1pp |
| Annual return | 16.52% | 22.66%-6.1pp | 29.49%-13.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,774 | $1,795+165.9% | $4,310+10.8% | $2,471+93.2% |
| Participant deferral / active EE | $5,784 | $2,780+108.0% | $7,107-18.6% | $3,740+54.7% |
| Admin fee / account holder | $17,946 | $4,426+305.4% | $5,158+247.9% | $5,306+238.2% |