Filed May 14, 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 7-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 | $125,446 | $54,762+129.1% | $90,281+39.0% | $72,985+71.9% |
| Participation rate | 95.0% | 65.1%+29.9pp | 73.3%+21.7pp | 69.5%+25.5pp |
| Annual return | 23.62% | 30.63%-7.0pp | 78.10%-54.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $8,482 | $2,092+305.3% | $2,854+197.1% | $2,440+247.6% |
| Participant deferral / active EE | $5,665 | $2,887+96.2% | $3,885+45.8% | $3,607+57.0% |
| Admin fee / account holder | $17,483 | $3,972+340.2% | $5,351+226.7% | $5,124+241.2% |