Filed March 17, 2016
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 | $36,122 | $80,753-55.3% | $136,294-73.5% | $62,292-42.0% |
| Participation rate | 75.0% | 73.5%+1.5pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 21.91% | 35.83%-13.9pp | 5155.94%-5134.0pp | 28.90%-7.0pp |
| Employer contribution / active EE | $2,587 | $2,884-10.3% | $4,695-44.9% | $2,042+26.7% |
| Participant deferral / active EE | $6,781 | $5,164+31.3% | $6,247+8.5% | $3,169+114.0% |
| Admin fee / account holder | $5,788 | $525+1001.6% | $9,243-37.4% | $479+1107.5% |