Filed November 8, 2014
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 | $24,699 | $76,000-67.5% | $154,107-84.0% | $64,186-61.5% |
| Participation rate | 87.2% | 70.4%+16.8pp | 83.0%+4.1pp | 69.6%+17.6pp |
| Annual return | -2.65% | 30.32%-33.0pp | 735.12%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,207 | $3,351-64.0% | $5,298-77.2% | $2,381-49.3% |
| Participant deferral / active EE | $1,798 | $3,175-43.4% | $5,081-64.6% | $3,470-48.2% |
| Admin fee / account holder | $3,298 | $5,596-41.1% | $13,411-75.4% | $4,888-32.5% |