Filed January 13, 2016 (most recent of 2 filings on file)
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 | $127,855 | $54,762+133.5% | $90,281+41.6% | $72,985+75.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.38% | 30.63%-8.3pp | 78.10%-55.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,660 | $2,092+122.7% | $2,854+63.3% | $2,440+91.0% |
| Participant deferral / active EE | $9,791 | $2,887+239.2% | $3,885+152.0% | $3,607+171.4% |
| Admin fee / account holder | $4,507 | $3,972+13.5% | $5,351-15.8% | $5,124-12.0% |