Filed July 18, 2013 (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 | $32,212 | $64,909-50.4% | $82,313-60.9% | $62,292-48.3% |
| Participation rate | 79.1% | 74.9%+4.2pp | 76.9%+2.2pp | 69.5%+9.6pp |
| Annual return | 34.71% | 21.18%+13.5pp | 25.88%+8.8pp | 28.90%+5.8pp |
| Employer contribution / active EE | $805 | $1,676-52.0% | $2,428-66.9% | $2,042-60.6% |
| Participant deferral / active EE | $2,086 | $3,103-32.8% | $3,706-43.7% | $3,169-34.2% |
| Admin fee / account holder | $825 | $440+87.7% | $5,608-85.3% | $479+72.1% |