Filed January 6, 2015 (most recent of 2 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,988 | $109,359+322.5% | $162,163+184.9% | $72,985+533.0% |
| Participation rate | 98.8% | 84.3%+14.5pp | 87.6%+11.2pp | 69.5%+29.3pp |
| Annual return | 22.88% | 25.46%-2.6pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $23,652 | $3,907+505.3% | $5,614+321.3% | $2,440+869.4% |
| Participant deferral / active EE | $15,389 | $5,481+180.8% | $7,298+110.9% | $3,607+326.6% |
| Admin fee / account holder | $13,915 | $7,972+74.6% | $10,843+28.3% | $5,124+171.6% |