Filed January 28, 2016 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,322 | $109,359-37.5% | $162,163-57.9% | $72,985-6.4% |
| Participation rate | 86.2% | 84.3%+1.9pp | 87.6%-1.4pp | 69.5%+16.7pp |
| Annual return | 34.89% | 25.46%+9.4pp | 115.59%-80.7pp | 81.00%-46.1pp |
| Employer contribution / active EE | $2,134 | $3,907-45.4% | $5,614-62.0% | $2,440-12.5% |
| Participant deferral / active EE | $3,843 | $5,481-29.9% | $7,298-47.3% | $3,607+6.5% |
| Admin fee / account holder | $1,446 | $7,972-81.9% | $10,843-86.7% | $5,124-71.8% |