Filed July 18, 2017
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 | $70,669 | $99,957-29.3% | $149,696-52.8% | $73,488-3.8% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.5%+3.4pp | 70.7%+15.2pp |
| Annual return | 22.33% | 53.87%-31.5pp | 276.60%-254.3pp | 28.51%-6.2pp |
| Employer contribution / active EE | $4,518 | $3,191+41.6% | $4,644-2.7% | $2,270+99.0% |
| Participant deferral / active EE | $7,901 | $6,073+30.1% | $6,842+15.5% | $3,740+111.3% |
| Admin fee / account holder | $925 | $551+68.0% | $9,309-90.1% | $513+80.4% |