Filed April 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 7-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 | $41,832 | $99,957-58.2% | $149,696-72.1% | $73,488-43.1% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 18.90% | 53.87%-35.0pp | 276.60%-257.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $2,705 | $3,191-15.2% | $4,644-41.8% | $2,270+19.1% |
| Participant deferral / active EE | $7,057 | $6,073+16.2% | $6,842+3.1% | $3,740+88.7% |
| Admin fee / account holder | $969 | $551+75.9% | $9,309-89.6% | $513+88.8% |