Filed January 9, 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 | $47,128 | $63,764-26.1% | $81,930-42.5% | $79,858-41.0% |
| Participation rate | 86.3% | 67.5%+18.8pp | 72.0%+14.3pp | 69.6%+16.7pp |
| Annual return | 12.68% | 22.66%-10.0pp | 29.49%-16.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,386 | $1,795-22.8% | $4,310-67.8% | $2,471-43.9% |
| Participant deferral / active EE | $4,099 | $2,780+47.4% | $7,107-42.3% | $3,740+9.6% |
| Admin fee / account holder | $8,820 | $4,426+99.2% | $5,158+71.0% | $5,306+66.2% |