Filed August 22, 2017
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 | $96,732 | $110,094-12.1% | $151,611-36.2% | $68,494+41.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.30% | -10.12%-3.2pp | 3.33%-16.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $6,127 | $4,471+37.1% | $6,166-0.6% | $2,596+136.0% |
| Participant deferral / active EE | $12,791 | $6,527+96.0% | $8,363+52.9% | $4,027+217.6% |
| Admin fee / account holder | $7,270 | $7,719-5.8% | $11,616-37.4% | $5,403+34.6% |