Filed April 23, 2013 (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 | $67,873 | $52,467+29.4% | $57,179+18.7% | $55,167+23.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.62% | 7.72%-2.1pp | 14.59%-9.0pp | 169.23%-163.6pp |
| Employer contribution / active EE | $2,992 | $2,477+20.8% | $2,682+11.5% | $1,963+52.4% |
| Participant deferral / active EE | $5,574 | $2,830+97.0% | $3,096+80.0% | $3,054+82.5% |
| Admin fee / account holder | $3,200 | $269+1089.2% | $3,139+1.9% | $504+535.0% |