Filed July 1, 2016
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,925 | $67,606+84.8% | $82,313+51.8% | $70,131+78.1% |
| Participation rate | 97.7% | 72.8%+25.0pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 11.11% | 21.57%-10.5pp | 25.88%-14.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $7,345 | $1,755+318.5% | $2,428+202.5% | $2,342+213.5% |
| Participant deferral / active EE | $3,668 | $2,987+22.8% | $3,706-1.0% | $3,332+10.1% |
| Admin fee / account holder | $14,744 | $4,512+226.8% | $5,608+162.9% | $4,645+217.4% |