Filed October 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,252 | $49,227-73.1% | $70,449-81.2% | $79,858-83.4% |
| Participation rate | 75.6% | 69.2%+6.4pp | 75.1%+0.5pp | 69.6%+5.9pp |
| Annual return | 0.83% | 30.06%-29.2pp | 109.03%-108.2pp | 31.71%-30.9pp |
| Employer contribution / active EE | $2,222 | $2,099+5.9% | $2,737-18.8% | $2,471-10.1% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $450 | $2,878-84.4% | $3,845-88.3% | $5,306-91.5% |