Filed June 27, 2014 (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 | $86,872 | $54,229+60.2% | $70,092+23.9% | $68,494+26.8% |
| Participation rate | 96.7% | 64.5%+32.2pp | 70.5%+26.2pp | 67.9%+28.8pp |
| Annual return | -15.78% | -13.87%-1.9pp | 190.73%-206.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,986 | $2,018+97.5% | $2,559+55.8% | $2,596+53.5% |
| Participant deferral / active EE | $6,815 | $2,956+130.6% | $3,849+77.1% | $4,027+69.2% |
| Admin fee / account holder | $15,847 | $4,694+237.6% | $6,267+152.9% | $5,403+193.3% |