Filed May 15, 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 | $204,526 | $81,248+151.7% | $155,509+31.5% | $80,856+152.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.22% | 33.31%-18.1pp | 64.67%-49.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $12,218 | $3,100+294.1% | $4,672+161.5% | $2,755+343.5% |
| Participant deferral / active EE | $7,442 | $3,452+115.6% | $5,626+32.3% | $4,296+73.2% |
| Admin fee / account holder | $2,292 | $7,997-71.3% | $15,912-85.6% | $6,918-66.9% |