Filed November 20, 2013 (most recent of 2 filings on file)
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 | $76,376 | $109,359-30.2% | $162,163-52.9% | $72,985+4.6% |
| Participation rate | 98.4% | 84.3%+14.1pp | 87.6%+10.8pp | 69.5%+28.9pp |
| Annual return | 22.48% | 25.46%-3.0pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $7,017 | $3,907+79.6% | $5,614+25.0% | $2,440+187.6% |
| Participant deferral / active EE | $12,783 | $5,481+133.2% | $7,298+75.2% | $3,607+254.4% |
| Admin fee / account holder | $12,848 | $7,972+61.2% | $10,843+18.5% | $5,124+150.7% |