Filed May 30, 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 | $161,163 | $136,307+18.2% | $177,821-9.4% | $73,488+119.3% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.7%+9.5pp | 70.7%+26.5pp |
| Annual return | 22.32% | 18.68%+3.6pp | 48.32%-26.0pp | 28.51%-6.2pp |
| Employer contribution / active EE | $9,017 | $3,712+142.9% | $5,918+52.4% | $2,270+297.2% |
| Participant deferral / active EE | $9,015 | $5,829+54.7% | $7,714+16.9% | $3,740+141.1% |
| Admin fee / account holder | $7,911 | $596+1228.4% | $12,427-36.3% | $513+1441.9% |