Filed September 21, 2012
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 | $109,902 | $63,442+73.2% | $68,791+59.8% | $66,914+64.2% |
| Participation rate | 97.0% | 60.0%+37.1pp | 69.0%+28.0pp | 69.8%+27.2pp |
| Annual return | -12.28% | -8.29%-4.0pp | -6.38%-5.9pp | 1.58%-13.9pp |
| Employer contribution / active EE | $2,631 | $1,775+48.3% | $2,655-0.9% | $2,544+3.4% |
| Participant deferral / active EE | $7,816 | $2,945+165.4% | $3,941+98.3% | $4,237+84.5% |
| Admin fee / account holder | $3,257 | $577+464.2% | $4,932-34.0% | $593+449.0% |