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.)
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 | $162,783 | $78,422+107.6% | $95,952+69.7% | $79,858+103.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.89% | 19.37%-4.5pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $8,963 | $1,945+360.8% | $2,541+252.7% | $2,471+262.8% |
| Participant deferral / active EE | $2,044 | $3,440-40.6% | $4,167-50.9% | $3,740-45.4% |
| Admin fee / account holder | $8,482 | $5,622+50.9% | $6,795+24.8% | $5,306+59.8% |