Filed January 12, 2017 (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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $115,839 | $138,385-16.3% | $184,200-37.1% | $80,874+43.2% |
| Participation rate | 92.2% | 83.9%+8.4pp | 86.8%+5.4pp | 67.6%+24.6pp |
| Annual return | 16.70% | 20.02%-3.3pp | 28.80%-12.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $4,145 | $4,849-14.5% | $6,424-35.5% | $2,756+50.4% |
| Participant deferral / active EE | $5,844 | $7,073-17.4% | $9,132-36.0% | $4,297+36.0% |
| Admin fee / account holder | $6,175 | $10,483-41.1% | $13,907-55.6% | $6,935-11.0% |