Filed December 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,628 | $80,753+28.3% | $136,294-24.0% | $62,292+66.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.27% | 35.83%-20.6pp | 5155.94%-5140.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,387 | $2,884-17.2% | $4,695-49.2% | $2,042+16.9% |
| Participant deferral / active EE | $3,593 | $5,164-30.4% | $6,247-42.5% | $3,169+13.4% |
| Admin fee / account holder | $2,734 | $525+420.4% | $9,243-70.4% | $479+470.4% |