Filed February 20, 2019 (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 5-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 | $116,468 | $110,094+5.8% | $151,611-23.2% | $68,494+70.0% |
| Participation rate | 94.8% | 84.0%+10.9pp | 87.5%+7.3pp | 67.9%+27.0pp |
| Annual return | -11.36% | -10.12%-1.2pp | 3.33%-14.7pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,497 | $4,471-21.8% | $6,166-43.3% | $2,596+34.7% |
| Participant deferral / active EE | $6,909 | $6,527+5.8% | $8,363-17.4% | $4,027+71.6% |
| Admin fee / account holder | $1,827 | $7,719-76.3% | $11,616-84.3% | $5,403-66.2% |