Filed September 13, 2015
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 | $21,833 | $54,350-59.8% | $82,719-73.6% | $68,494-68.1% |
| Participation rate | 97.9% | 63.9%+34.0pp | 72.6%+25.3pp | 67.9%+30.0pp |
| Annual return | -10.70% | -13.67%+3.0pp | 701.18%-711.9pp | -7.84%-2.9pp |
| Employer contribution / active EE | $908 | $2,218-59.1% | $3,009-69.8% | $2,596-65.0% |
| Participant deferral / active EE | $2,431 | $3,246-25.1% | $4,395-44.7% | $4,027-39.6% |
| Admin fee / account holder | $307 | $4,395-93.0% | $5,329-94.2% | $5,403-94.3% |