Filed February 10, 2014
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 | $72,868 | $136,307-46.5% | $177,821-59.0% | $73,488-0.8% |
| Participation rate | 87.0% | 86.1%+0.9pp | 87.7%-0.7pp | 70.7%+16.4pp |
| Annual return | 53.56% | 18.68%+34.9pp | 48.32%+5.2pp | 28.51%+25.0pp |
| Employer contribution / active EE | $4,427 | $3,712+19.3% | $5,918-25.2% | $2,270+95.0% |
| Participant deferral / active EE | $4,286 | $5,829-26.5% | $7,714-44.4% | $3,740+14.6% |
| Admin fee / account holder | $6,061 | $596+917.7% | $12,427-51.2% | $513+1081.4% |