Filed March 17, 2015
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 | $219,770 | $67,411+226.0% | $91,001+141.5% | $70,131+213.4% |
| Participation rate | 96.8% | 71.4%+25.4pp | 75.6%+21.2pp | 69.5%+27.2pp |
| Annual return | 20.68% | -40.16%+60.8pp | 4.60%+16.1pp | 73.14%-52.5pp |
| Employer contribution / active EE | $3,619 | $1,786+102.6% | $2,456+47.4% | $2,342+54.5% |
| Participant deferral / active EE | $7,787 | $2,823+175.9% | $3,547+119.5% | $3,332+133.7% |
| Admin fee / account holder | $3,497 | $4,236-17.4% | $5,417-35.4% | $4,645-24.7% |