Filed March 1, 2015
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 | $44,745 | $60,165-25.6% | $74,183-39.7% | $55,167-18.9% |
| Participation rate | 84.9% | 74.2%+10.8pp | 76.6%+8.3pp | 69.0%+16.0pp |
| Annual return | 171.63% | 10.00%+161.6pp | 17.74%+153.9pp | 169.23%+2.4pp |
| Employer contribution / active EE | $1,348 | $1,600-15.7% | $2,370-43.1% | $1,963-31.3% |
| Participant deferral / active EE | $2,655 | $2,973-10.7% | $3,550-25.2% | $3,054-13.1% |
| Admin fee / account holder | $9,117 | $419+2074.2% | $5,586+63.2% | $504+1709.2% |